|
TEAM
|
US |
ATLASSIAN CORP-CL A |
150,829 |
$37M |
8.66% |
-7.4%
|
- |
|
OSCR
|
US |
OSCAR HEALTH INC - CLASS A |
2,733,237 |
$37M |
8.66% |
42.7%
|
- |
|
81762p102
|
- |
SERVICENOW INC COM |
26,351 |
$28M |
6.59% |
-29.9%
|
- |
|
KVYO
|
US |
KLAVIYO INC-A |
652,758 |
$27M |
6.35% |
-43.7%
|
- |
|
CRWD
|
US |
CROWDSTRIKE HOLDINGS INC - A |
69,580 |
$24M |
5.61% |
-19.3%
|
- |
|
NET
|
US |
CLOUDFLARE INC - CLASS A |
215,087 |
$23M |
5.46% |
-14.3%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
111,333 |
$22M |
5.18% |
10.1%
|
- |
|
DDOG
|
US |
DATADOG INC - CLASS A |
151,837 |
$22M |
5.12% |
-38.6%
|
- |
|
NU
|
US |
NU HOLDINGS LTD/CAYMAN ISL-A |
1,922,958 |
$20M |
4.70% |
9.5%
|
- |
|
MDB
|
US |
MONGODB INC |
84,880 |
$20M |
4.66% |
1.5%
|
- |
|
TOST
|
US |
TOAST INC-CLASS A |
521,547 |
$19M |
4.48% |
-43.1%
|
- |
|
SNOW
|
US |
SNOWFLAKE INC-CLASS A |
120,147 |
$19M |
4.37% |
-8.2%
|
- |
|
ADYEY
|
US |
ADYEN NV-UNSPON ADR |
1,262,725 |
$19M |
4.37% |
-27.3%
|
- |
|
GTLB
|
US |
GITLAB INC-CL A |
308,300 |
$17M |
4.10% |
-36.6%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
118,554 |
$13M |
3.18% |
100.0%
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
106,013 |
$12M |
2.76% |
100.0%
|
- |
|
BASE
|
US |
COUCHBASE INC |
531,470 |
$8M |
1.95% |
-
|
- |
|
LLY
|
US |
ELI LILLY & CO |
7,291 |
$6M |
1.33% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
19,125 |
$5M |
1.13% |
0.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
21,901 |
$5M |
1.13% |
-
|
- |