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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DATADOG INC | $13.3M | 112746 | 17.69% |
| 2 | BLOCK INC | $9.9M | 164656 | 13.17% |
| 3 | SNOWFLAKE INC | $9.5M | 63094 | 12.65% |
| 4 | SHOPIFY INC | $9.5M | 79771 | 12.58% |
| 5 | REDDIT INC | $8.8M | 65307 | 11.69% |
| 6 | MONDAY.COM LTD | $7.8M | 113468 | 10.42% |
| 7 | PROCORE TECHNOLOGIES INC | $6.2M | 108193 | 8.20% |
| 8 | CROWDSTRIKE INC | $5.0M | 12797 | 6.64% |
| 9 | DUOLINGO INC | $4.1M | 41288 | 5.41% |
| 10 | CLOUDFLARE INC | $1.2M | 5660 | 1.55% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.