Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COUPANG INC(CPNG) | 1,296,500 | 2,417,500 | +1,121,000 | 28,497 | 53,012 | 17.17% | +24,514 |
| NU HLDGS LTD(NU) | 0 | 2,250,000 | +2,250,000 | 0 | 23,040 | 7.46% | +23,040 |
| APPFOLIO INC(APPF) | 65,500 | 154,800 | +89,300 | 16,160 | 34,040 | 11.03% | +17,880 |
| SEA LTD(SE) | 341,750 | 394,000 | +52,250 | 36,260 | 51,405 | 16.65% | +15,145 |
| ALPHABET INC(GOOG) | 104,500 | 176,000 | +71,500 | 20,101 | 27,214 | 8.82% | +7,113 |
| DOORDASH INC(DASH) | 114,200 | 169,000 | +54,800 | 24,190 | 30,888 | 10.01% | +6,698 |
| REDDIT INC(RDDT) | 164,500 | 272,500 | +108,000 | 26,886 | 28,580 | 9.26% | +1,695 |
| SHOPIFY INC(SHOP) | 125,000 | 103,250 | -21,750 | 13,291 | 9,857 | 3.19% | -3,435 |
| DUOLINGO INC(DUOL) | 63,250 | 30,250 | -33,000 | 20,508 | 9,394 | 3.04% | -11,114 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 84,000 | 46,750 | -37,250 | 37,580 | 25,715 | 8.33% | -11,865 |
| BLOCK INC(XYZ) | 202,500 | 0 | -202,500 | 17,210 | 0 | — | -17,210 |
| CLOUDFLARE INC(NET) | 359,000 | 137,850 | -221,150 | 38,657 | 15,532 | 5.03% | -23,125 |