Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DOORDASH INC(DASH) | 572,740 | 654,340 | +81,600 | 56,638 | 90,116 | 26.63% | +33,477 |
| CARVANA CO(CVNA) | 876,905 | 876,905 | 0 | 46,423 | 77,089 | 22.78% | +30,665 |
| APPLOVIN CORP(APP) | 0 | 302,500 | +302,500 | 0 | 20,939 | 6.19% | +20,939 |
| DATADOG INC(DDOG) | 305,620 | 305,620 | 0 | 37,096 | 37,775 | 11.16% | +678 |
| SHOPIFY INC(SHOP) | 535,904 | 535,904 | 0 | 41,747 | 41,356 | 12.22% | -391 |
| BLOCK INC(XYZ) | 348,226 | 304,026 | -44,200 | 26,935 | 25,715 | 7.60% | -1,221 |
| BRAZE INC(BRZE) | 208,524 | 148,024 | -60,500 | 11,079 | 6,557 | 1.94% | -4,521 |
| FRESHWORKS INC(FRSH) | 3,054,607 | 2,134,607 | -920,000 | 71,753 | 38,871 | 11.49% | -32,882 |