|
META
|
US |
META PLATFORMS INC-CLASS A |
77,500 |
$45M |
13.01% |
3.3%
|
- |
|
PDD
|
US |
PDD HOLDINGS INC |
425,000 |
$41M |
11.82% |
13.3%
|
- |
|
MELI
|
US |
MERCADOLIBRE INC |
19,000 |
$32M |
9.27% |
216.7%
|
- |
|
APP
|
US |
APPLOVIN CORP-CLASS A |
95,000 |
$31M |
8.82% |
-62.0%
|
- |
|
ADI
|
US |
ANALOG DEVICES INC |
135,000 |
$29M |
8.23% |
-18.2%
|
- |
|
ATAT
|
US |
ATOUR LIFESTYLE HOLDINGS-ADR |
1,000,000 |
$27M |
7.71% |
263.6%
|
- |
|
GSHD
|
US |
GOOSEHEAD INSURANCE INC -A |
250,000 |
$27M |
7.69% |
-13.8%
|
- |
|
CPNG
|
US |
COUPANG INC |
1,200,000 |
$26M |
7.56% |
-7.7%
|
- |
|
BILL
|
US |
BILL HOLDINGS INC |
310,000 |
$26M |
7.53% |
100.0%
|
- |
|
UBER
|
US |
UBER TECHNOLOGIES INC |
275,000 |
$17M |
4.76% |
61.8%
|
- |
|
AVGO
|
US |
BROADCOM INC |
70,000 |
$16M |
4.65% |
100.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
65,000 |
$14M |
4.09% |
-63.9%
|
- |
|
CVNA
|
US |
CARVANA CO |
35,000 |
$7M |
2.04% |
173.8%
|
- |
|
SPT
|
US |
SPROUT SOCIAL INC - CLASS A |
150,000 |
$5M |
1.32% |
100.0%
|
- |
|
DKNG
|
US |
DRAFTKINGS INC-CL A |
75,000 |
$3M |
0.80% |
100.0%
|
- |
|
AFRM
|
US |
AFFIRM HOLDINGS INC |
40,000 |
$2M |
0.70% |
100.0%
|
- |