Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARVANA CO(CVNA) | 1,500,000 | 1,500,000 | 0 | 313,620 | 505,440 | 67.13% | +191,820 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 200,000 | 200,000 | 0 | 110,006 | 153,468 | 20.38% | +43,462 |
| SERVICENOW INC(NOW) | 89,500 | 89,500 | 0 | 71,255 | 92,013 | 12.22% | +20,759 |
| CARDLYTICS INC(CDLX) | 1,218,830 | 1,218,830 | 0 | 2,218 | 2,005 | 0.27% | -213 |