Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLOVIN CORP(APP) | 326,100 | 387,000 | +60,900 | 27,138 | 50,523 | 15.56% | +23,385 |
| SHOPIFY INC(SHOP) | 510,254 | 541,854 | +31,600 | 33,702 | 43,424 | 13.38% | +9,722 |
| DOORDASH INC(DASH) | 623,040 | 529,040 | -94,000 | 67,774 | 75,510 | 23.26% | +7,736 |
| CARVANA CO(CVNA) | 834,905 | 612,405 | -222,500 | 107,469 | 106,626 | 32.84% | -843 |
| DATADOG INC(DDOG) | 291,020 | 317,920 | +26,900 | 37,742 | 36,580 | 11.27% | -1,163 |
| BRAZE INC(BRZE) | 141,024 | 0 | -141,024 | 5,477 | 0 | — | -5,477 |
| BLOCK INC(XYZ) | 289,526 | 178,526 | -111,000 | 18,672 | 11,984 | 3.69% | -6,687 |