|
AVGO
|
US |
BROADCOM INC |
209,073 |
$48M |
18.56% |
-17.5%
|
- |
|
CLBT
|
US |
CELLEBRITE DI LTD |
1,862,482 |
$41M |
15.71% |
8.3%
|
- |
|
KKR
|
US |
KKR & CO INC |
128,003 |
$19M |
7.25% |
-14.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
74,428 |
$16M |
6.25% |
-2.8%
|
- |
|
WIX
|
US |
WIX.COM LTD |
73,891 |
$16M |
6.07% |
-5.5%
|
- |
|
SBAC
|
US |
SBA COMMUNICATIONS CORP |
68,359 |
$14M |
5.34% |
-7.2%
|
- |
|
PCOR
|
US |
PROCORE TECHNOLOGIES INC |
185,434 |
$14M |
5.32% |
-5.7%
|
- |
|
GDDY
|
US |
GODADDY INC - CLASS A |
68,875 |
$14M |
5.21% |
-24.7%
|
- |
|
WDAY
|
US |
WORKDAY INC-CLASS A |
39,780 |
$10M |
3.93% |
38.6%
|
- |
|
NABL
|
US |
N-ABLE INC |
947,984 |
$9M |
3.39% |
32.0%
|
- |
|
DASH
|
US |
DOORDASH INC - A |
52,184 |
$9M |
3.35% |
-7.8%
|
- |
|
CCOI
|
US |
COGENT COMMUNICATIONS HOLDIN |
83,523 |
$6M |
2.47% |
1.2%
|
- |
|
ZI
|
US |
ZOOMINFO TECHNOLOGIES INC |
600,363 |
$6M |
2.42% |
100.0%
|
- |
|
LUMN
|
US |
LUMEN TECHNOLOGIES INC |
1,117,000 |
$6M |
2.27% |
9.2%
|
Call |
|
CCCS
|
US |
CCC INTELLIGENT SOLUTIONS HO |
434,152 |
$5M |
1.95% |
34.6%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
26,250 |
$4M |
1.35% |
108.5%
|
- |
|
GWRE
|
US |
GUIDEWIRE SOFTWARE INC |
20,769 |
$4M |
1.34% |
-16.1%
|
- |
|
APO
|
US |
APOLLO GLOBAL MANAGEMENT INC |
20,232 |
$3M |
1.28% |
3.7%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
12,079 |
$2M |
0.91% |
40.8%
|
- |
|
AUR
|
US |
AURORA INNOVATION INC |
313,200 |
$2M |
0.76% |
-
|
Call |