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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | COUPANG INC | $20.2M | 1069897 | 16.15% |
| 2 | MICROSOFT CORP | $18.8M | 50859 | 15.05% |
| 3 | GLOBAL E ONLINE LTD | $18.4M | 595432 | 14.69% |
| 4 | FLUTTER ENTMT PLC | $13.7M | 134766 | 10.99% |
| 5 | GOOSEHEAD INS INC | $11.5M | 269322 | 9.19% |
| 6 | GROCERY OUTLET HLDG CORP | $11.4M | 1619274 | 9.13% |
| 7 | SHENANDOAH TELECOMMUNICATION | $11.2M | 726445 | 8.96% |
| 8 | BLEND LABS INC | $10.8M | 6343497 | 8.62% |
| 9 | KLARNA GROUP PLC | $9.0M | 690366 | 7.23% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.