Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 451,618 | 639,218 | +187,600 | 75,506 | 121,733 | 12.55% | +46,227 |
| WIX COM LTD SHS | 553,894 | 578,741 | +24,847 | 92,594 | 124,169 | 12.80% | +31,574 |
| AUTOZONE INC(AZO) | 29,458 | 37,570 | +8,112 | 92,794 | 120,299 | 12.40% | +27,505 |
| UPWORK INC(UPWK) | 2,647,145 | 3,045,142 | +397,997 | 27,663 | 49,788 | 5.13% | +22,125 |
| PAYPAL HLDGS INC(PYPL) | 1,162,523 | 1,301,183 | +138,660 | 90,712 | 111,056 | 11.45% | +20,344 |
| SPROUT SOCIAL INC | 1,975,994 | 2,306,149 | +330,155 | 57,442 | 70,822 | 7.30% | +13,380 |
| DANAHER CORPORATION(DHR) | 297,492 | 394,791 | +97,299 | 82,709 | 90,624 | 9.34% | +7,916 |
| SMARTSHEET INC | 1,493,286 | 1,447,727 | -45,559 | 82,668 | 81,116 | 8.36% | -1,552 |
| SEMRUSH HLDGS INC CL A COM | 2,113,947 | 2,258,481 | +144,534 | 33,210 | 26,831 | 2.77% | -6,379 |
| META PLATFORMS INC(META) | 232,669 | 208,247 | -24,422 | 133,189 | 121,931 | 12.57% | -11,258 |
| HERC HLDGS INC(HRI) | 426,060 | 272,903 | -153,157 | 67,927 | 51,669 | 5.33% | -16,258 |
| APPLOVIN CORP(APP) | 698,796 | 0 | -698,796 | 91,228 | 0 | — | -91,228 |