Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DOORDASH(DASH) | 412,240 | 572,740 | +160,500 | 32,761 | 56,638 | 19.42% | +23,878 |
| CARVANA CO(CVNA) | 758,405 | 876,905 | +118,500 | 31,838 | 46,423 | 15.92% | +14,586 |
| SHOPIFY INC(SHOP) | 535,904 | 535,904 | 0 | 29,244 | 41,747 | 14.31% | +12,503 |
| BLOCK INC(XYZ) | 348,226 | 348,226 | 0 | 15,412 | 26,935 | 9.23% | +11,523 |
| DATADOG(DDOG) | 328,370 | 305,620 | -22,750 | 29,911 | 37,096 | 12.72% | +7,185 |
| FRESHWORKS INC(FRSH) | 3,388,107 | 3,054,607 | -333,500 | 67,491 | 71,753 | 24.60% | +4,262 |
| BRAZE INC(BRZE) | 449,689 | 208,524 | -241,165 | 21,014 | 11,079 | 3.80% | -9,935 |
| SNOWFLAKE INC(SNOW) | 134,716 | 0 | -134,716 | 20,581 | 0 | — | -20,581 |