Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ROBINHOOD MKTS INC(HOOD) | 2,087,650 | 2,087,650 | 0 | 86,888 | 195,467 | 28.23% | +108,579 |
| CARVANA CO(CVNA) | 515,255 | 443,535 | -71,720 | 107,730 | 149,454 | 21.58% | +41,724 |
| DOORDASH INC(DASH) | 330,115 | 330,115 | 0 | 60,335 | 81,377 | 11.75% | +21,042 |
| HIMS & HERS HEALTH INC(HIMS) | 0 | 390,000 | +390,000 | 0 | 19,442 | 2.81% | +19,442 |
| APPLOVIN CORP(APP) | 226,680 | 219,680 | -7,000 | 60,063 | 76,906 | 11.11% | +16,842 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 62,100 | 58,550 | -3,550 | 34,157 | 44,928 | 6.49% | +10,771 |
| SHOPIFY INC(SHOP) | 420,859 | 420,859 | 0 | 40,184 | 48,546 | 7.01% | +8,362 |
| DUOLINGO INC(DUOL) | 127,850 | 109,070 | -18,780 | 39,703 | 44,721 | 6.46% | +5,018 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 159,000 | 198,600 | +39,600 | 15,580 | 19,467 | 2.81% | +3,886 |
| DATADOG INC(DDOG) | 112,730 | 90,600 | -22,130 | 11,184 | 12,170 | 1.76% | +986 |
| REDDIT INC(RDDT) | 41,750 | 0 | -41,750 | 4,380 | 0 | — | -4,380 |