Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARVANA CO(CVNA) | 876,905 | 834,905 | -42,000 | 77,089 | 107,469 | 36.07% | +30,380 |
| APPLOVIN CORP(APP) | 302,500 | 326,100 | +23,600 | 20,939 | 27,138 | 9.11% | +6,199 |
| DATADOG INC(DDOG) | 305,620 | 291,020 | -14,600 | 37,775 | 37,742 | 12.67% | -32 |
| BRAZE INC(BRZE) | 148,024 | 141,024 | -7,000 | 6,557 | 5,477 | 1.84% | -1,080 |
| BLOCK INC(XYZ) | 304,026 | 289,526 | -14,500 | 25,715 | 18,672 | 6.27% | -7,043 |
| SHOPIFY INC(SHOP) | 535,904 | 510,254 | -25,650 | 41,356 | 33,702 | 11.31% | -7,653 |
| DOORDASH INC(DASH) | 654,340 | 623,040 | -31,300 | 90,116 | 67,774 | 22.74% | -22,341 |
| FRESHWORKS INC(FRSH) | 2,134,607 | 0 | -2,134,607 | 38,871 | 0 | — | -38,871 |