 COUPANG INC CLASS ACPNG |
| 14.42% | 14.72% | $102.7M | 5.9M | $111.0M | 5.9M | +34,200+0.58% | Add |
 AMAZON COM INCAMZN |
| 14.25% | 14.61% | $101.5M | 425,950 | $110.2M | 529,150 | -103,200-19.50% | Reduce |
| TTOAST INC CL ATOST |
| 13.69% | 13.41% | $97.5M | 3.5M | $101.1M | 3.8M | -310,239-8.13% | Reduce |
| NNCINO INCNCNO |
| 11.45% | 13.46% | $81.6M | 5.0M | $101.5M | 6.8M | -1.8M-26.37% | Reduce |
 MICROSOFT CORPMSFT |
| 8.66% | 8.82% | $61.7M | 165,300 | $66.5M | 179,700 | -14,400-8.01% | Reduce |
 TRADEWEB MKTS INCTW |
| 6.37% | 7.23% | $45.4M | 455,400 | $54.6M | 463,700 | -8,300-1.79% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 5.9% | — | $42.0M | 91,500 | $0 | 0 | +91,500 | New Buy |
 SERVICENOW INCNOW |
| 5.8% | 3.46% | $41.3M | 416,100 | $26.1M | 249,800 | +166,300+66.57% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 4.79% | — | $34.2M | 58,800 | $0 | 0 | +58,800 | New Buy |
 LPL FINL HLDGS INCLPLA |
| 4.69% | — | $33.4M | 118,600 | $0 | 0 | +118,600 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 4.57% | — | $32.6M | 162,800 | $0 | 0 | +162,800 | New Buy |
| DDOORDASH INCDASH |
| 3.71% | — | $26.5M | 143,400 | $0 | 0 | +143,400 | New Buy |
| AAPPFOLIO INCAPPF |
| 1.69% | — | $12.0M | 75,000 | $0 | 0 | +75,000 | New Buy |
