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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | UNITY SOFTWARE INC | $30.7M | 1399900 | 22.34% |
| 2 | BLOOM ENERGY CORP | $27.8M | 205276 | 20.23% |
| 3 | SEA LTD | $15.8M | 190900 | 11.50% |
| 4 | CLOUDFLARE INC | $13.3M | 64600 | 9.70% |
| 5 | AEVA TECHNOLOGIES INC | $10.6M | 807021 | 7.72% |
| 6 | MERCADOLIBRE INC | $9.6M | 5567 | 7.00% |
| 7 | ROBINHOOD MKTS INC | $9.2M | 133000 | 6.70% |
| 8 | CARVANA CO | $8.3M | 26340 | 6.02% |
| 9 | PONY AI INC | $7.9M | 839900 | 5.77% |
| 10 | TOAST INC | $4.1M | 156162 | 3.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.