Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARVANA CO(CVNA) | 1,028,467 | 758,405 | -270,062 | 26,658 | 31,838 | 12.82% | +5,180 |
| DOORDASH(DASH) | 412,240 | 412,240 | 0 | 31,503 | 32,761 | 13.20% | +1,257 |
| WAYFAIR INC(W) | 183,020 | 0 | -183,020 | 11,898 | 0 | — | -11,898 |
| BRAZE INC(BRZE) | 792,233 | 449,689 | -342,544 | 34,692 | 21,014 | 8.46% | -13,678 |
| DATADOG(DDOG) | 480,840 | 328,370 | -152,470 | 47,305 | 29,911 | 12.05% | -17,394 |
| BLOCK INC(XYZ) | 573,553 | 348,226 | -225,327 | 38,181 | 15,412 | 6.21% | -22,769 |
| SNOWFLAKE INC(SNOW) | 262,571 | 134,716 | -127,855 | 46,207 | 20,581 | 8.29% | -25,627 |
| FRESHWORKS INC(FRSH) | 5,665,920 | 3,388,107 | -2,277,813 | 99,607 | 67,491 | 27.19% | -32,116 |
| SHOPIFY INC(SHOP) | 1,077,700 | 535,904 | -541,796 | 69,619 | 29,244 | 11.78% | -40,375 |