 AMAZON COM INCAMZN |
| 11.02% | 12.87% | $45.3M | 190,000 | $47.9M | 230,000 | -40,000-17.39% | Reduce |
 ASML HLDG NVASML |
| 9.44% | 6.92% | $38.8M | 19,500 | $25.8M | 19,500 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 8.85% | 9.37% | $36.3M | 64,500 | $34.9M | 61,000 | +3,500+5.74% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 8.84% | — | $36.3M | 76,000 | $0 | 0 | +76,000 | New Buy |
 MERCADOLIBRE INC COMMELI |
| 8.55% | 9.06% | $35.1M | 20,700 | $33.7M | 19,500 | +1,200+6.15% | Add |
| CCARVANA CO CL ACVNA |
| 7.93% | 7.77% | $32.6M | 495,000 | $28.9M | 92,000 | +403,000+438.04% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 6.82% | 6.45% | $28.0M | 61,000 | $24.0M | 49,500 | +11,500+23.23% | Add |
 MASTERCARD INCORPORATEDMA |
| 6.69% | 6.64% | $27.5M | 53,500 | $24.7M | 49,500 | +4,000+8.08% | Add |
 SHOPIFY INCSHOP |
| 6.39% | 7.33% | $26.3M | 230,000 | $27.3M | 230,000 | 00.00% | Unchanged |
 COUPANG INC CLASS ACPNG |
| 6.2% | 7.43% | $25.4M | 1.5M | $27.7M | 1.5M | 00.00% | Unchanged |
 VISA INCV |
| 5.26% | 5.11% | $21.6M | 63,000 | $19.0M | 63,000 | 00.00% | Unchanged |
 ROBLOX CORP CL ARBLX |
| 4.1% | 4.71% | $16.9M | 310,000 | $17.5M | 310,000 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 4.04% | 4.44% | $16.6M | 230,000 | $16.5M | 230,000 | 00.00% | Unchanged |
| PPROCORE TECHNOLOGIES INCPCOR |
| 3.02% | 5.89% | $12.4M | 305,000 | $21.9M | 385,000 | -80,000-20.78% | Reduce |
| GGUIDEWIRE SOFTWARE INCGWRE |
| 2.85% | 6.01% | $11.7M | 95,000 | $22.4M | 149,500 | -54,500-36.45% | Reduce |
