| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| SSERVICETITAN INC SHS CL ATTAN | 49.67% | 49.18% | $182.9M | 2.6M | $209.4M | 3.3M | -712,847-21.60% | Reduce | |
| BBRAZE INCBRZE | 27.26% | 25.66% | $100.4M | 4.6M | $109.3M | 4.6M | 00.00% | Unchanged | |
| KKODIAK AI INC.KDK | 15.66% | 18.51% | $57.7M | 11.4M | $78.8M | 11.4M | 00.00% | Unchanged | |
| CCHAMPIONS ONCOLOGY INCCSBR | 4.05% | 3.27% | $14.9M | 2.4M | $13.9M | 2.4M | 00.00% | Unchanged | |
| SSPRINKLR INC CLASS ACXM | 3.36% | 3.38% | $12.4M | 2.4M | $14.4M | 2.4M | 00.00% | Unchanged |
