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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | $19.9M | 643991 | 17.20% |
| 2 | AMAZON COM INC | $18.7M | 89860 | 16.20% |
| 3 | SHOPIFY INC | $17.4M | 146600 | 15.06% |
| 4 | INTEL CORPCALL | $11.9M | 270000 | 10.32% |
| 5 | CROWDSTRIKE HLDGS INC | $10.4M | 26730 | 9.04% |
| 6 | SNOWFLAKE INC | $8.3M | 54900 | 7.17% |
| 7 | DUOLINGO INC | $7.4M | 74800 | 6.38% |
| 8 | MONGODB INC | $6.3M | 25600 | 5.43% |
| 9 | THE TRADE DESK INC | $5.5M | 243300 | 4.78% |
| 10 | QUANTUMSCAPE CORP | $5.4M | 848000 | 4.68% |
| 11 | GLOBAL E ONLINE LTDCALL | $4.3M | 140000 | 3.74% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.