SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
55.9%
Top 10 weight
96.5%
Voting Authority Distribution
Total shares with voting rights: 2.03M
Full voting authority
2.03M
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 |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 146.66K | SH | $46.11M 20.35% | 146.66K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 649.10K | SH | $44.98M 19.85% | 649.10K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 89.45K | SH | $35.60M 15.71% | 89.45K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 152.84K | SH | $22.95M 10.13% | 152.84K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 432.48K | SH | $20.29M 8.95% | 432.48K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 128.56K | SH | $15.25M 6.73% | 128.56K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 27.98K | SH | $9.46M 4.17% | 27.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 32.10K | SH | $9.21M 4.06% | 32.10K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 56.90K | SH | $8.32M 3.67% | 56.90K | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 144.81K | SH | $6.64M 2.93% | 144.81K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 84.71K | SH | $4.79M 2.11% | 84.71K | 0.00 | 0.00 |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 81.19K | SH | $3.03M 1.34% | 81.19K | 0.00 | 0.00 |