Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AUTOZONE INC(AZO) | 0 | 23,282 | +23,282 | 0 | 73,377 | 8.53% | +73,377 |
| SEMRUSH HLDGS INC CL A COM | 2,760,039 | 3,805,121 | +1,045,082 | 37,702 | 50,456 | 5.87% | +12,754 |
| WIX COM LTD SHS | 765,585 | 755,440 | -10,145 | 94,182 | 103,858 | 12.07% | +9,676 |
| ALPHABET INC(GOOG) | 857,647 | 846,297 | -11,350 | 120,868 | 128,857 | 14.98% | +7,989 |
| PAYPAL HLDGS INC(PYPL) | 1,228,720 | 1,212,462 | -16,258 | 75,456 | 81,223 | 9.44% | +5,767 |
| DANAHER CORPORATION(DHR) | 314,516 | 310,364 | -4,152 | 72,760 | 77,504 | 9.01% | +4,744 |
| META PLATFORMS INC(META) | 386,133 | 287,226 | -98,907 | 136,676 | 139,471 | 16.21% | +2,796 |
| HERC HLDGS INC(HRI) | 516,894 | 444,769 | -72,125 | 76,960 | 74,855 | 8.70% | -2,106 |
| UPWORK INC(UPWK) | 2,797,446 | 2,760,387 | -37,059 | 41,598 | 33,842 | 3.93% | -7,756 |
| SMARTSHEET INC | 2,546,032 | 2,512,328 | -33,704 | 121,751 | 96,725 | 11.24% | -25,027 |