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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $650.2M | 3,728,387 | 21.66% |
| 2 | COUPANG INC | $525.9M | 27,852,856 | 17.52% |
| 3 | META PLATFORMS INC | $407.8M | 712,800 | 13.58% |
| 4 | CARVANA CO | $393.9M | 1,252,960 | 13.12% |
| 5 | GLOBAL E ONLINE LTD | $342.9M | 11,115,629 | 11.42% |
| 6 | BLOCK INC | $175.6M | 2,918,392 | 5.85% |
| 7 | SAILPOINT INC | $105.9M | 8,000,000 | 3.53% |
| 8 | CHIME FINL INC | $80.7M | 4,308,999 | 2.69% |
| 9 | KLARNA GROUP PLC | $76.0M | 5,803,764 | 2.53% |
| 10 | NU HLDGS LTD | $71.2M | 4,954,299 | 2.37% |
| 11 | SERVICETITAN INC | $63.5M | 1,000,885 | 2.12% |
| 12 | CCC INTELLIGENT SOLUTIONS HL | $55.2M | 9,196,301 | 1.84% |
| 13 | DATADOG INC | $32.1M | 271,800 | 1.07% |
| 14 | ROOT INC | $6.8M | 154,320 | 0.23% |
| 15 | WEALTHFRONT CORP | $6.1M | 654,338 | 0.20% |
| 16 | OSCAR HEALTH INC | $4.2M | 365,573 | 0.14% |
| 17 | ZOOMINFO TECHNOLOGIES INC | $4.0M | 670,000 | 0.13% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.