REDWOOD CITY, CA
Allocation by class
Portfolio Concentration
Top 3 weight
57.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.28M
Full voting authority
7.28M
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 |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 1.08M | SH | $225.14M 28.77% | 1.08M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 71.95K | SH | $124.41M 15.90% | 71.95K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 636.30K | SH | $100.42M 12.83% | 636.30K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 447.30K | SH | $78.57M 10.04% | 447.30K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 252.50K | SH | $72.61M 9.28% | 252.50K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 3.34M | SH | $63.08M 8.06% | 3.34M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 200.70K | SH | $57.57M 7.36% | 200.70K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 216K | SH | $32.43M 4.14% | 216K | 0.00 | 0.00 |
TRUBRIDGE INCSOLE | COM | 988.45K | SH | $14.47M 1.85% | 988.45K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 36.70K | SH | $13.59M 1.74% | 36.70K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 5K | SH | $345.6K 0.04% | 5K | 0.00 | 0.00 |