Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ROBINHOOD MKTS INC(HOOD) | 0 | 1,475,100 | +1,475,100 | 0 | 54,962 | 11.37% | +54,962 |
| APPLOVIN CORP(APP) | 387,000 | 283,550 | -103,450 | 50,523 | 91,822 | 19.00% | +41,299 |
| DUOLINGO INC(DUOL) | 0 | 76,000 | +76,000 | 0 | 24,641 | 5.10% | +24,641 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 0 | 46,850 | +46,850 | 0 | 20,960 | 4.34% | +20,960 |
| CARVANA CO(CVNA) | 612,405 | 612,405 | 0 | 106,626 | 124,539 | 25.76% | +17,913 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 0 | 52,000 | +52,000 | 0 | 5,839 | 1.21% | +5,839 |
| SHOPIFY INC(SHOP) | 541,854 | 451,854 | -90,000 | 43,424 | 48,046 | 9.94% | +4,621 |
| DOORDASH INC(DASH) | 529,040 | 471,040 | -58,000 | 75,510 | 79,017 | 16.35% | +3,507 |
| DATADOG INC(DDOG) | 317,920 | 234,920 | -83,000 | 36,580 | 33,568 | 6.94% | -3,012 |
| BLOCK INC(XYZ) | 178,526 | 0 | -178,526 | 11,984 | 0 | — | -11,984 |