UPSTART HOLDINGS INC - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.92B	-	267	-
2024-09-30	$1.97B	+115.3%	339	+27.0%
2024-12-31	$3.60B	+82.3%	327	-3.5%

Institution	Value	Shares	% of Portfolio
HIDDEN LAKE ASSET MANAGEMENT LP	$10.0M	161K	4.5%
SANDLER CAPITAL MANAGEMENT	$28.6M	464K	3.0%
BEACH POINT CAPITAL MANAGEMENT LP	$12.3M	200K	1.3%
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	$60.5M	983K	1.2%
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	$57.3M	930K	1.1%
HEL VED CAPITAL MANAGEMENT LTD	$3.2M	51K	0.9%
EAM INVESTORS, LLC	$5.3M	85K	0.8%
PRAKASH INVESTMENT ADVISORS LLC	$0.7M	11K	0.7%
LEGACY CAPITAL GROUP CALIFORNIA, INC.	$2.1M	33K	0.6%
AZORA CAPITAL LP	$13.6M	221K	0.6%
TYLER-STONE WEALTH MANAGEMENT	$3.4M	54K	0.6%
FRED ALGER MANAGEMENT, LLC	$117.9M	1,915K	0.6%
WMG FINANCIAL ADVISORS, LLC	$1.3M	21K	0.6%
COASTAL BRIDGE ADVISORS, LLC	$2.2M	35K	0.6%
BAYFOREST CAPITAL LTD	$0.4M	5K	0.5%
TREXQUANT INVESTMENT LP	$36.7M	596K	0.4%
DRIEHAUS CAPITAL MANAGEMENT LLC	$43.6M	708K	0.4%
KERCHEVILLE ADVISORS, LLC	$0.9M	15K	0.4%
MAXI INVESTMENTS CY LTD	$1.8M	29K	0.4%
MANCHESTER CAPITAL MANAGEMENT LLC	$2.7M	43K	0.3%
ENGINEERS GATE MANAGER LP	$17.2M	280K	0.3%
SYNERGY FINANCIAL GROUP, LTD	$0.4M	5K	0.3%
OXFORD ASSET MANAGEMENT LLP	$0.5M	8K	0.3%
TWO SIGMA SECURITIES, LLC	$2.0M	32K	0.3%
LEFT BRAIN WEALTH MANAGEMENT, LLC	$0.7M	11K	0.3%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
MDB	US	MONGODB INC	0.003	2	607
TSM	US	TAIWAN SEMICONDUCTOR-SP ADR	0.001	2	1869