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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CARVANA CO | $1.32B | 4202834 | 57.53% |
| 2 | COUPANG INC | $485.3M | 25704927 | 21.13% |
| 3 | NAVAN INC | $190.0M | 14349328 | 8.27% |
| 4 | SERVICETITAN INC | $79.0M | 1244725 | 3.44% |
| 5 | DOORDASH INC | $75.1M | 500000 | 3.27% |
| 6 | KLAVIYO INC | $45.1M | 2316796 | 1.96% |
| 7 | VEEVA SYS INC | $43.9M | 250000 | 1.91% |
| 8 | FIGMA INC | $31.7M | 1500000 | 1.38% |
| 9 | AMAZON COM INC | $15.4M | 74000 | 0.67% |
| 10 | BBB FOODS INC | $9.9M | 279720 | 0.43% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.