Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Shopify Inc(SHOP) | 0 | 895,817 | +895,817 | 0 | 106,262 | 30.92% | +106,262 |
| StubHub Holdings Inc(STUB) | 68,745 | 68,745 | 0 | 930 | 429 | 0.12% | -501 |
| Oscar Health Inc(OSCR) | 6,343,617 | 6,343,617 | 0 | 91,158 | 72,761 | 21.17% | -18,396 |
| Carvana Co(CVNA) | 226,761 | 226,761 | 0 | 95,698 | 71,289 | 20.74% | -24,409 |
| Figma Inc(FIG) | 4,396,636 | 4,396,636 | 0 | 164,302 | 92,945 | 27.04% | -71,357 |