Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SHIFT4 PMTS INC(FOUR) | 0 | 1,596,421 | +1,596,421 | 0 | 105,476 | 13.55% | +105,476 |
| MONDAY COM LTD SHS | 0 | 435,896 | +435,896 | 0 | 98,456 | 12.64% | +98,456 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 588,222 | 570,709 | -17,513 | 107,109 | 121,738 | 15.63% | +14,629 |
| BLEND LABS INC | 4,000,769 | 4,230,861 | +230,092 | 10,202 | 13,750 | 1.77% | +3,548 |
| INTUIT(INTU) | 147,577 | 131,169 | -16,408 | 92,240 | 85,260 | 10.95% | -6,980 |
| SEA LTD(SE) | 2,705,314 | 1,890,307 | -815,007 | 109,565 | 101,528 | 13.04% | -8,037 |
| COUPANG INC(CPNG) | 6,311,192 | 4,936,033 | -1,375,159 | 102,178 | 87,812 | 11.28% | -14,366 |
| IAC INC(PPLI) | 3,586,605 | 3,086,866 | -499,739 | 187,866 | 164,653 | 21.15% | -23,213 |