| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 VEEVA SYS INCVEEV | 79.04% | 78.79% | $88.7M | 500,000 | $87.8M | 500,000 | 00.00% | Unchanged | |
| SSERVICETITAN INC SHS CL ATTAN | 7.34% | 6.63% | $8.2M | 116,500 | $7.4M | 116,500 | 00.00% | Unchanged | |
| DDOXIMITY INCDOCS | 7.16% | 8.1% | $8.0M | 387,500 | $9.0M | 387,500 | 00.00% | Unchanged | |
| BBLEND LABS INC CL ABLND | 6.46% | 6.47% | $7.3M | 4.2M | $7.2M | 4.2M | 00.00% | Unchanged |
