Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Extreme Networks, Inc.(EXTR) | 355,100 | 225,100 | -130,000 | $5.35M | $7.29M | 15.82% | +$1.93M |
| ICON Public Limited Company(ICLR) | 29,000 | 34,000 | +5,000 | $3.21M | $5.91M | 12.83% | +$2.70M |
| RESOURCES CONNECTION INC | 1,389,243 | 1,389,243 | 0 | $5.18M | $5.90M | 12.82% | +$722.4K |
| Core & Main, Inc.(CNM) | 100,000 | 100,000 | 0 | $4.94M | $4.83M | 10.48% | -$115.0K |
| Twilio Inc.(TWLO) | 25,000 | 20,000 | -5,000 | $3.15M | $4.13M | 8.96% | +$981.1K |
| UiPath, Inc.(PATH) | 425,000 | 350,000 | -75,000 | $4.72M | $3.80M | 8.26% | -$913.0K |
| Upwork Inc.(UPWK) | 300,000 | 382,000 | +82,000 | $3.29M | $3.19M | 6.93% | -$94.5K |
| Sprinklr, Inc.(CXM) | 609,800 | 609,800 | 0 | $3.66M | $3.15M | 6.83% | -$512.2K |
| Amplitude, Inc.(AMPL) | 238,000 | 238,000 | 0 | $1.62M | $1.82M | 3.95% | +$197.5K |
| Azenta, Inc.(AZTA) | 0 | 70,000 | +70,000 | $0 | $1.79M | 3.88% | +$1.79M |
| WIX COM LTD SHS | 50,000 | 35,000 | -15,000 | $4.50M | $1.59M | 3.45% | -$2.92M |
| Rapid7, Inc.(RPD) | 178,543 | 178,543 | 0 | $983.8K | $1.45M | 3.14% | +$462.4K |
| GLOBANT S A COM | 42,000 | 42,000 | 0 | $1.94M | $1.22M | 2.64% | -$721.1K |
| ZoomInfo Technologies Inc.(GTM) | 350,000 | 0 | -350,000 | $2.09M | $0 | — | -$2.09M |