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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DOORDASH INC | $42.4M | 282500 | 12.35% |
| 2 | NU HLDGS LTD | $42.2M | 2940000 | 12.30% |
| 3 | COUPANG INC | $40.8M | 2162500 | 11.88% |
| 4 | ALPHABET INC | $39.5M | 137500 | 11.51% |
| 5 | UBIQUITI INC | $35.8M | 45250 | 10.41% |
| 6 | APPFOLIO INC | $32.3M | 204500 | 9.39% |
| 7 | SPOTIFY TECHNOLOGY S A | $26.5M | 54575 | 7.70% |
| 8 | PINTEREST INC | $23.7M | 1290000 | 6.89% |
| 9 | NEBIUS GROUP N.V. | $22.5M | 217000 | 6.55% |
| 10 | AIRBNB INC | $20.5M | 162500 | 5.97% |
| 11 | NETFLIX INC. | $17.3M | 180000 | 5.04% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.