Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CLOUDFLARE INC | $234.9M | 1138617 | 19.21% |
| 2 | SHOPIFY INC | $195.7M | 1649987 | 16.00% |
| 3 | AXON ENTERPRISE INC | $169.0M | 397898 | 13.82% |
| 4 | AMAZON COM INC | $144.4M | 693165 | 11.80% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | $115.4M | 341371 | 9.43% |
| 6 | DATADOG INC | $86.3M | 730696 | 7.05% |
| 7 | META PLATFORMS INC | $85.6M | 149557 | 7.00% |
| 8 | NU HLDGS LTD | $61.6M | 4284636 | 5.03% |
| 9 | CROWDSTRIKE HLDGS INC | $55.7M | 142627 | 4.55% |
| 10 | ASTERA LABS INC | $38.6M | 352268 | 3.16% |
| 11 | TESLA INC | $35.9M | 96651 | 2.94% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.