| AAPPLOVIN CORPAPP |
| 19.48% | 16.06% | $98.5M | 191,225 | $76.1M | 191,225 | 00.00% | Unchanged |
| GGLOBAL E ONLINE LTDGLBE |
| 13.43% | 12.14% | $67.9M | 2.0M | $57.5M | 1.9M | +90,000+4.83% | Add |
| AAPPFOLIO INCAPPF |
| 10.61% | 11.14% | $53.6M | 334,557 | $52.8M | 334,557 | 00.00% | Unchanged |
| DDYNATRACE INCDT |
| 9.78% | 12.86% | $49.5M | 1.1M | $60.9M | 1.6M | -521,254-31.64% | Reduce |
| AACCELERANT HOLDINGSARX |
| 9.25% | 11.26% | $46.8M | 4.0M | $53.3M | 4.0M | 00.00% | Unchanged |
| SSAILPOINT INC COMSAIL |
| 8.28% | 11.96% | $41.9M | 2.9M | $56.7M | 4.3M | -1.4M-33.15% | Reduce |
 GODADDY INCGDDY |
| 7.85% | 10.54% | $39.7M | 467,640 | $49.9M | 604,031 | -136,391-22.58% | Reduce |
| TTOAST INC CL ATOST |
| 6.14% | — | $31.0M | 1.1M | $0 | 0 | +1.1M | New Buy |
| AAlphabet Inc Class CGOOG |
| 5.31% | — | $26.9M | 76,000 | $0 | 0 | +76,000 | New Buy |
 WORKDAY INCWDAY |
| 5.11% | 9.25% | $25.9M | 211,241 | $43.8M | 337,241 | -126,000-37.36% | Reduce |
 AMAZON COM INCAMZN |
| 4.76% | — | $24.1M | 101,000 | $0 | 0 | +101,000 | New Buy |
