| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| FFRESHWORKS INCFRSH | 46.16% | — | $83.0M | 8.2M | $0 | 0 | +8.2M | New Buy | |
| CCERTARA INCCERT | 26.95% | — | $48.5M | 7.4M | $0 | 0 | +7.4M | New Buy | |
| BBLEND LABS INC CL ABLND | 17.77% | 100% | $32.0M | 18.7M | $18.4M | 10.8M | +7.8M+72.31% | Add | |
| SSPROUT SOCIAL INCSPT | 9.12% | — | $16.4M | 2.2M | $0 | 0 | +2.2M | New Buy |
