Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | $225.1M | 1081000 | 28.77% |
| 2 | MERCADOLIBRE INC | $124.4M | 71955 | 15.90% |
| 3 | APPFOLIO INC | $100.4M | 636302 | 12.83% |
| 4 | VEEVA SYS INC | $78.6M | 447301 | 10.04% |
| 5 | ALPHABET INC | $72.6M | 252500 | 9.28% |
| 6 | COUPANG INC | $63.1M | 3340975 | 8.06% |
| 7 | ALPHABET INC | $57.6M | 200700 | 7.36% |
| 8 | DOORDASH INC | $32.4M | 216003 | 4.14% |
| 9 | TRUBRIDGE INC | $14.5M | 988446 | 1.85% |
| 10 | MICROSOFT CORP | $13.6M | 36700 | 1.74% |
| 11 | MONDAY COM LTD | $346K | 5000 | 0.04% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.