| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
![]() | 71.1% | 64.23% | $149.1M | 1.5M | $118.4M | 1.7M | -221,475-12.97% | Reduce | |
| FFIGMA INCFIG | 20.27% | 26.95% | $42.5M | 2.3M | $49.7M | 2.3M | 00.00% | Unchanged | |
| SSERVICETITAN INC SHS CL ATTAN | 8.64% | 8.82% | $18.1M | 256,110 | $16.3M | 256,110 | 00.00% | Unchanged |