Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GLOBAL E ONLINE LTD SHS | 1,298,117 | 1,292,274 | -5,843 | 49,900 | 70,468 | 14.24% | +20,568 |
| GODADDY INC(GDDY) | 470,652 | 468,531 | -2,121 | 73,789 | 92,474 | 18.68% | +18,685 |
| WORKDAY INC(WDAY) | 214,179 | 244,281 | +30,102 | 52,323 | 63,032 | 12.73% | +10,709 |
| JAMF HLDG CORP | 1,899,398 | 2,591,125 | +691,727 | 32,955 | 36,405 | 7.35% | +3,451 |
| SERVICETITAN INC(TTAN) | 0 | 24,887 | +24,887 | 0 | 2,560 | 0.52% | +2,560 |
| NCINO INC(NCNO) | 958,095 | 953,783 | -4,312 | 30,266 | 32,028 | 6.47% | +1,762 |
| DYNATRACE INC(DT) | 1,065,072 | 1,060,279 | -4,793 | 56,949 | 57,626 | 11.64% | +677 |
| SMARTSHEET INC | 469,000 | 466,887 | -2,113 | 25,964 | 26,160 | 5.28% | +196 |
| MERIDIANLINK INC | 2,727,011 | 2,714,740 | -12,271 | 56,095 | 56,059 | 11.32% | -35 |
| APPLOVIN CORP(APP) | 562,290 | 179,727 | -382,563 | 73,407 | 58,201 | 11.76% | -15,206 |