JERICHO, NY
Allocation by class
Portfolio Concentration
Top 3 weight
52.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.56M
Full voting authority
2.56M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GLOBAL E ONLINE LTDSOLE | SHS | 783.99K | SH | $24.19M 20.94% | 783.99K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 89.86K | SH | $18.72M 16.20% | 89.86K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 146.60K | SH | $17.39M 15.06% | 146.60K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 270K | SH | $11.92M 10.32% | 270K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 26.73K | SH | $10.44M 9.04% | 26.73K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 54.90K | SH | $8.28M 7.17% | 54.90K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 74.80K | SH | $7.37M 6.38% | 74.80K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 25.60K | SH | $6.27M 5.43% | 25.60K | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 243.30K | SH | $5.52M 4.78% | 243.30K | 0.00 | 0.00 |
QUANTUMSCAPE CORPSOLE | COM CL A | 848K | SH | $5.41M 4.68% | 848K | 0.00 | 0.00 |