Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BILL HOLDINGS INC | 2,359,427 | 3,454,823 | +1,095,396 | 162,140 | 181,793 | 12.83% | +19,653 |
| GLOBAL E ONLINE LTD SHS | 6,680,754 | 6,776,495 | +95,741 | 242,845 | 245,783 | 17.34% | +2,938 |
| AFFIRM HLDGS INC(AFRM) | 2,129,044 | 2,059,737 | -69,307 | 79,328 | 62,225 | 4.39% | -17,104 |
| HUBSPOT INC(HUBS) | 621,319 | 599,833 | -21,486 | 389,294 | 353,776 | 24.96% | -35,518 |
| TOAST INC(TOST) | 10,402,454 | 8,550,701 | -1,851,753 | 259,229 | 220,352 | 15.55% | -38,878 |
| APPIAN CORP(APPN) | 5,890,304 | 5,890,304 | 0 | 235,318 | 181,775 | 12.82% | -53,543 |
| FLOOR & DECOR HLDGS INC(FND) | 1,782,746 | 1,727,731 | -55,015 | 231,080 | 171,754 | 12.12% | -59,326 |