| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| SSIMILARWEB LTDSMWB | 93.15% | — | $66.3M | 10.8M | $0 | 0 | +10.8M | New Buy | |
| TTEADS HLDG CO COMTEAD | 6.84% | — | $4.9M | 6.3M | $0 | 0 | +6.3M | New Buy | |
| PPAGAYA TECHNOLOGIES LTDPGYWW | 0.01% | — | $3,762 | 206,126 | $0 | 0 | +206,126 | New Buy |
