Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AFFIRM HLDGS INC(AFRM) | 2,306,847 | 2,309,316 | +2,469 | 35,364 | 49,119 | 2.15% | +13,755 |
| BILL HOLDINGS INC | 1,514,713 | 1,467,604 | -47,109 | 176,994 | 159,338 | 6.98% | -17,656 |
| APPIAN CORP(APPN) | 10,121,954 | 10,121,954 | 0 | 481,805 | 461,662 | 20.24% | -20,143 |
| SHOPIFY INC(SHOP) | 2,278,697 | 2,207,495 | -71,202 | 147,204 | 120,463 | 5.28% | -26,741 |
| FLOOR & DECOR HLDGS INC(FND) | 2,298,333 | 2,226,899 | -71,434 | 238,935 | 201,534 | 8.83% | -37,400 |
| TOAST INC(TOST) | 10,789,837 | 10,876,373 | +86,536 | 243,527 | 203,714 | 8.93% | -39,812 |
| CRICUT INC(CRCT) | 14,886,303 | 14,886,303 | 0 | 181,613 | 138,294 | 6.06% | -43,319 |
| GLOBAL E ONLINE LTD SHS | 12,744,857 | 11,692,772 | -1,052,085 | 521,774 | 464,671 | 20.37% | -57,104 |
| HUBSPOT INC(HUBS) | 1,135,706 | 979,548 | -156,158 | 604,298 | 482,427 | 21.15% | -121,870 |