Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MONGODB INC(MDB) | 90,460 | 224,859 | +134,399 | 15,867 | 47,218 | 13.07% | +31,351 |
| YEXT INC | 12,792,078 | 12,792,078 | 0 | 78,799 | 108,733 | 30.10% | +29,933 |
| CLEARWATER ANALYTICS HLDGS I | 0 | 1,126,900 | +1,126,900 | 0 | 24,713 | 6.84% | +24,713 |
| NCR ATLEOS CORPORATION(NATL) | 740,495 | 917,028 | +176,533 | 19,534 | 26,163 | 7.24% | +6,629 |
| APPIAN CORP(APPN) | 1,528,085 | 1,624,797 | +96,712 | 44,024 | 48,516 | 13.43% | +4,492 |
| NCINO INC(NCNO) | 1,604,129 | 1,604,129 | 0 | 44,065 | 44,867 | 12.42% | +802 |
| LIFE360 INC(LIF) | 8,834 | 8,834 | 0 | 339 | 576 | 0.16% | +237 |
| STONECO LTD(STNE) | 1,846,391 | 1,183,391 | -663,000 | 19,350 | 18,982 | 5.25% | -369 |
| REMITLY GLOBAL INC(RELY) | 2,208,833 | 2,208,833 | 0 | 45,944 | 41,460 | 11.48% | -4,484 |
| ENFUSION INC | 2,409,967 | 0 | -2,409,967 | 26,871 | 0 | — | -26,871 |
| TOAST INC(TOST) | 1,038,900 | 0 | -1,038,900 | 34,460 | 0 | — | -34,460 |