Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 0 | 104,500 | +104,500 | 0 | 20,101 | 7.20% | +20,101 |
| CLOUDFLARE INC(NET) | 372,250 | 359,000 | -13,250 | 30,111 | 38,657 | 13.84% | +8,546 |
| DOORDASH INC(DASH) | 114,000 | 114,200 | +200 | 16,271 | 24,190 | 8.66% | +7,918 |
| SEA LTD(SE) | 305,000 | 341,750 | +36,750 | 28,755 | 36,260 | 12.98% | +7,504 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 84,500 | 84,000 | -500 | 31,141 | 37,580 | 13.45% | +6,439 |
| COUPANG INC(CPNG) | 950,000 | 1,296,500 | +346,500 | 23,323 | 28,497 | 10.20% | +5,175 |
| APPFOLIO INC(APPF) | 50,750 | 65,500 | +14,750 | 11,947 | 16,160 | 5.79% | +4,214 |
| BLOCK INC(XYZ) | 202,500 | 202,500 | 0 | 13,594 | 17,210 | 6.16% | +3,617 |
| DUOLINGO INC(DUOL) | 74,300 | 63,250 | -11,050 | 20,954 | 20,508 | 7.34% | -447 |
| SHOPIFY INC(SHOP) | 230,000 | 125,000 | -105,000 | 18,432 | 13,291 | 4.76% | -5,141 |
| REDDIT INC(RDDT) | 715,000 | 164,500 | -550,500 | 47,133 | 26,886 | 9.62% | -20,247 |