Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CARVANA CO | $46.1M | 146660 | 20.35% |
| 2 | ROBINHOOD MKTS INC | $45.0M | 649095 | 19.85% |
| 3 | APPLOVIN CORP | $35.6M | 89450 | 15.71% |
| 4 | DOORDASH INC | $22.9M | 152840 | 10.13% |
| 5 | HUT 8 CORP | $20.3M | 432480 | 8.95% |
| 6 | SHOPIFY INC | $15.2M | 128559 | 6.73% |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | $9.5M | 27985 | 4.17% |
| 8 | ALPHABET INC | $9.2M | 32100 | 4.06% |
| 9 | PALANTIR TECHNOLOGIES INC | $8.3M | 56900 | 3.67% |
| 10 | AFFIRM HLDGS INC | $6.6M | 144815 | 2.93% |
| 11 | ROBLOX CORP | $4.8M | 84710 | 2.11% |
| 12 | MAKEMYTRIP LIMITED MAURITIUS | $3.0M | 81185 | 1.34% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.