|
ACVA
|
US |
ACV AUCTIONS INC-A |
758,892 |
$16M |
5.35% |
8.2%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
82,554 |
$16M |
5.32% |
-
|
- |
|
FOUR
|
US |
SHIFT4 PAYMENTS INC-CLASS A |
154,302 |
$16M |
5.23% |
-14.4%
|
- |
|
ONTO
|
US |
ONTO INNOVATION INC |
95,325 |
$16M |
5.18% |
43.9%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
117,713 |
$16M |
5.16% |
-3.7%
|
- |
|
ASML
|
US |
ASML HOLDING NV-NY REG SHS |
22,625 |
$16M |
5.12% |
1165.4%
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
141,930 |
$16M |
5.12% |
100.0%
|
- |
|
AVGO
|
US |
BROADCOM INC |
67,315 |
$16M |
5.09% |
-20.5%
|
- |
|
NU
|
US |
NU HOLDINGS LTD/CAYMAN ISL-A |
1,504,169 |
$16M |
5.09% |
50.1%
|
- |
|
APPF
|
US |
APPFOLIO INC - A |
62,756 |
$15M |
5.05% |
100.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
26,333 |
$15M |
5.03% |
-
|
- |
|
MELI
|
US |
MERCADOLIBRE INC |
8,907 |
$15M |
4.94% |
30.2%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
130,053 |
$15M |
4.82% |
-14.0%
|
- |
|
FWRG
|
US |
FIRST WATCH RESTAURANT GROUP |
788,470 |
$15M |
4.79% |
-1.8%
|
- |
|
FRPT
|
US |
FRESHPET INC |
98,434 |
$15M |
4.76% |
11.4%
|
- |
|
SQ
|
US |
BLOCK INC |
170,016 |
$14M |
4.72% |
-22.1%
|
- |
|
SG
|
US |
SWEETGREEN INC - CLASS A |
427,179 |
$14M |
4.47% |
100.0%
|
- |
|
LULU
|
US |
LULULEMON ATHLETICA INC |
35,805 |
$14M |
4.47% |
-28.9%
|
- |
|
MU
|
US |
MICRON TECHNOLOGY INC |
160,781 |
$14M |
4.42% |
7.7%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
65,932 |
$13M |
4.10% |
-2.1%
|
- |