Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| REMITLY GLOBAL INC(RELY) | 176,107 | 901,234 | +725,127 | 3,975 | 18,746 | 7.20% | +14,771 |
| APPLOVIN CORP(APP) | 0 | 45,000 | +45,000 | 0 | 11,924 | 4.58% | +11,924 |
| SHARKNINJA INC(SN) | 0 | 100,000 | +100,000 | 0 | 8,341 | 3.20% | +8,341 |
| META PLATFORMS INC(META) | 137,500 | 135,000 | -2,500 | 80,508 | 77,809 | 29.88% | -2,699 |
| ZILLOW GROUP INC(Z) | 150,000 | 100,000 | -50,000 | 10,628 | 6,686 | 2.57% | -3,941 |
| RH(RH) | 20,000 | 0 | -20,000 | 7,872 | 0 | — | -7,872 |
| AFFIRM HLDGS INC(AFRM) | 215,000 | 97,500 | -117,500 | 13,094 | 4,406 | 1.69% | -8,687 |
| NETFLIX INC(NFLX) | 89,380 | 75,000 | -14,380 | 79,666 | 69,940 | 26.86% | -9,726 |
| SHOPIFY INC(SHOP) | 255,000 | 175,000 | -80,000 | 27,114 | 16,709 | 6.42% | -10,405 |
| REDDIT INC(RDDT) | 70,600 | 0 | -70,600 | 11,539 | 0 | — | -11,539 |
| ON HLDG AG(ONON) | 760,214 | 567,714 | -192,500 | 41,637 | 24,934 | 9.57% | -16,703 |
| VISTRA CORP(VST) | 160,000 | 0 | -160,000 | 22,059 | 0 | — | -22,059 |
| AMAZON COM INC(AMZN) | 203,512 | 110,000 | -93,512 | 44,648 | 20,929 | 8.04% | -23,720 |
| THE TRADE DESK INC(TTD) | 254,800 | 0 | -254,800 | 29,947 | 0 | — | -29,947 |
| NVIDIA CORPORATION(NVDA) | 275,000 | 0 | -275,000 | 36,930 | 0 | — | -36,930 |