Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| HUT 8 CORP(HUT) | 28,300 | 431,655 | +403,355 | 985 | 19,830 | 3.73% | +18,845 |
| AFFIRM HLDGS INC(AFRM) | 13,300 | 227,705 | +214,405 | 972 | 16,948 | 3.19% | +15,976 |
| ROBLOX CORP(RBLX) | 0 | 159,000 | +159,000 | 0 | 12,884 | 2.43% | +12,884 |
| CARVANA CO(CVNA) | 309,560 | 286,575 | -22,985 | 116,778 | 120,940 | 22.77% | +4,162 |
| PATTERN GROUP INC(PTRN) | 400,000 | 400,000 | 0 | 5,480 | 4,616 | 0.87% | -864 |
| SHOPIFY INC(SHOP) | 319,664 | 252,554 | -67,110 | 47,505 | 40,654 | 7.65% | -6,852 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 193,995 | 123,045 | -70,950 | 18,158 | 10,104 | 1.90% | -8,053 |
| DOORDASH INC(DASH) | 249,440 | 252,355 | +2,915 | 67,845 | 57,153 | 10.76% | -10,692 |
| HIMS & HERS HEALTH INC(HIMS) | 701,845 | 623,660 | -78,185 | 39,809 | 20,250 | 3.81% | -19,558 |
| APPLOVIN CORP(APP) | 165,275 | 146,865 | -18,410 | 118,757 | 98,961 | 18.63% | -19,796 |
| DUOLINGO INC(DUOL) | 82,155 | 0 | -82,155 | 26,441 | 0 | — | -26,441 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 43,820 | 0 | -43,820 | 30,586 | 0 | — | -30,586 |
| ROBINHOOD MKTS INC(HOOD) | 1,567,220 | 1,138,330 | -428,890 | 224,395 | 128,745 | 24.24% | -95,649 |