Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VEEVA SYS INC(VEEV) | 550,491 | 550,491 | 0 | 115,741 | 127,510 | 11.40% | +11,769 |
| LIBERTY MEDIA CORP DEL(FWONA) | 1,184,179 | 1,184,179 | 0 | 99,518 | 96,475 | 8.63% | -3,043 |
| LIBERTY MEDIA CORP DEL(FWONA) | 2,631,048 | 2,631,048 | 0 | 243,793 | 236,821 | 21.18% | -6,972 |
| ATLASSIAN CORPORATION | 501,016 | 501,016 | 0 | 121,937 | 106,321 | 9.51% | -15,617 |
| APPFOLIO INC(APPF) | 1,089,919 | 1,136,112 | +46,193 | 268,905 | 249,831 | 22.34% | -19,074 |
| SHOPIFY INC(SHOP) | 2,185,712 | 2,185,712 | 0 | 232,407 | 208,692 | 18.66% | -23,715 |
| DATADOG INC(DDOG) | 933,878 | 933,878 | 0 | 133,442 | 92,650 | 8.28% | -40,792 |