Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMAZON COM INC(AMZN) | 74,000 | 450,000 | +376,000 | 15,412 | 107,253 | 4.55% | +91,841 |
| CARVANA CO(CVNA) | 4,202,834 | 21,344,170 | +17,141,336 | 1,321,287 | 1,404,873 | 59.61% | +83,586 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 0 | 165,000 | +165,000 | 0 | 78,799 | 3.34% | +78,799 |
| SPACE EXPLORATION TECHN CORP | 0 | 257,730 | +257,730 | 0 | 44,036 | 1.87% | +44,036 |
| CEREBRAS SYSTEMS INC | 0 | 150,000 | +150,000 | 0 | 33,150 | 1.41% | +33,150 |
| DOORDASH INC(DASH) | 500,000 | 500,000 | 0 | 75,075 | 92,265 | 3.91% | +17,190 |
| SERVICETITAN INC(TTAN) | 1,244,725 | 1,300,000 | +55,275 | 78,990 | 91,923 | 3.90% | +12,933 |
| BBB FOODS INC(TBBB) | 279,720 | 0 | -279,720 | 9,894 | 0 | — | -9,894 |
| KLAVIYO INC(KVYO) | 2,316,796 | 2,316,796 | 0 | 45,085 | 34,984 | 1.48% | -10,101 |
| FIGMA INC(FIG) | 1,500,000 | 0 | -1,500,000 | 31,710 | 0 | — | -31,710 |
| COUPANG INC(CPNG) | 25,704,927 | 25,704,927 | 0 | 485,309 | 446,495 | 18.94% | -38,814 |
| VEEVA SYS INC(VEEV) | 250,000 | 0 | -250,000 | 43,915 | 0 | — | -43,915 |
| NAVAN INC(NAVN) | 14,349,328 | 1,010,000 | -13,339,328 | 189,985 | 23,099 | 0.98% | -166,886 |