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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BANDWIDTH INC | $28.2M | 1583199 | 6.65% |
| 2 | PROCORE TECHNOLOGIES INC | $27.7M | 485624 | 6.52% |
| 3 | SPORTRADAR GROUP AG | $27.6M | 1650473 | 6.51% |
| 4 | SERVICETITAN INC | $25.6M | 403602 | 6.03% |
| 5 | BLEND LABS INC | $24.7M | 14537172 | 5.82% |
| 6 | Q2 HLDGS INC | $23.2M | 490791 | 5.47% |
| 7 | JFROG LTD | $21.8M | 463936 | 5.13% |
| 8 | PAYMENTUS HOLDINGS INC | $21.3M | 839633 | 5.02% |
| 9 | UDEMY INC | $21.2M | 4589648 | 5.00% |
| 10 | FRESHWORKS INC | $20.3M | 2529388 | 4.78% |
| 11 | GENIUS SPORTS LIMITED | $17.5M | 3956269 | 4.13% |
| 12 | SENTINELONE INC | $17.4M | 1351046 | 4.10% |
| 13 | ELASTIC N V | $15.6M | 312312 | 3.68% |
| 14 | DATADOG INC | $13.6M | 115448 | 3.21% |
| 15 | PLANET LABS PBC | $12.0M | 429597 | 2.83% |
| 16 | DYNATRACE INC | $11.3M | 304545 | 2.65% |
| 17 | AKAMAI TECHNOLOGIES INC | $11.2M | 97199 | 2.63% |
| 18 | SNOWFLAKE INC | $9.4M | 62321 | 2.21% |
| 19 | WAYFAIR INC | $8.3M | 110917 | 1.97% |
| 20 | MONGODB INC | $7.9M | 32140 | 1.85% |
| 21 | GUIDEWIRE SOFTWARE INC | $7.3M | 48589 | 1.71% |
| 22 | SAILPOINT INC | $7.0M | 527249 | 1.64% |
| 23 | DRAFTKINGS INC NEW | $6.5M | 302140 | 1.54% |
| 24 | VERTEX INC | $6.4M | 535901 | 1.50% |
| 25 | WORKIVA INC | $6.1M | 102698 | 1.44% |
| 26 | COMPASS INC | $5.6M | 772459 | 1.33% |
| 27 | CLOUDFLARE INC | $5.1M | 24931 | 1.21% |
| 28 | SOFI TECHNOLOGIES INC | $4.3M | 273294 | 1.02% |
| 29 | NCINO INC | $4.1M | 275161 | 0.97% |
| 30 | NEBIUS GROUP N.V. | $2.8M | 27245 | 0.67% |
| 31 | UNITY SOFTWARE INC | $1.7M | 75692 | 0.39% |
| 32 | AIRBNB INC | $1.6M | 12491 | 0.37% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.