Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| REDDIT INC(RDDT) | 0 | 557,500 | +557,500 | 0 | 35,619 | 16.82% | +35,619 |
| CLOUDFLARE INC(NET) | 205,000 | 373,500 | +168,500 | 19,850 | 30,937 | 14.61% | +11,087 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 73,500 | 85,000 | +11,500 | 19,397 | 26,672 | 12.59% | +7,276 |
| PROCORE TECHNOLOGIES INC(PCOR) | 256,000 | 382,500 | +126,500 | 21,036 | 25,364 | 11.98% | +4,328 |
| SEA LTD(SE) | 390,000 | 345,000 | -45,000 | 20,947 | 24,640 | 11.63% | +3,693 |
| DUOLINGO INC(DUOL) | 43,000 | 38,000 | -5,000 | 9,485 | 7,929 | 3.74% | -1,555 |
| SHOPIFY INC(SHOP) | 415,000 | 447,500 | +32,500 | 32,026 | 29,557 | 13.96% | -2,468 |
| RH(RH) | 28,500 | 0 | -28,500 | 9,925 | 0 | — | -9,925 |
| FLOOR & DECOR HLDGS INC(FND) | 153,500 | 92,500 | -61,000 | 19,897 | 9,195 | 4.34% | -10,701 |
| MICROSOFT CORP(MSFT) | 30,000 | 0 | -30,000 | 12,622 | 0 | — | -12,622 |
| APPFOLIO INC(APPF) | 143,000 | 89,500 | -53,500 | 35,284 | 21,889 | 10.33% | -13,395 |