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CIK 0001654344 • 7 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AAON INC | COM PAR $0.004 | $91.4M | 4.6%Prev: 5.3% | 1,198,921 SH | Decreased+130,062 SH |
| AFFIRM HLDGS INC | COM CL A | $107.4M | 5.4%Prev: 3.9% | 1,443,580 SH | Increased+439,757 SH |
| API GROUP CORP | COM STK | $87.6M | 4.4%Prev: 4.1% | 2,288,558 SH | Increased+26,873 SH |
| APPLOVIN CORP | COM CL A | $81.3M | 4.1%Prev: 6.7% | 120,638 SH | Decreased-55,279 SH |
| ASCENDIS PHARMA A/S | SPONSORED ADR | $88.6M | 4.4%Prev: 4.1% | 415,549 SH | Increased+26,902 SH |
| CADENCE DESIGN SYSTEM INC | COM | $84.9M | 4.2%Prev: 2.2% | 271,492 SH | Increased+155,523 SH |
| CARVANA CO | CL A | $76.2M | 3.8% | 180,668 SH | New |
| COSTAR GROUP INC | COM | $106.1M | 5.3%Prev: 4.5% | 1,578,449 SH | Increased+575,732 SH |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $56.0M | 2.8% | 388,860 SH | New |
| DOORDASH INC | CL A | $61.3M | 3.1%Prev: 2.3% | 270,570 SH | Increased+108,868 SH |
| DUOLINGO INC | CL A COM | $50.3M | 2.5%Prev: 4.6% | 286,873 SH | Decreased+18,147 SH |
| EXACT SCIENCES CORP | COM | $54.8M | 2.7%Prev: 6.2% | 539,886 SH | Decreased-1,585,549 SH |
| FAIR ISAAC CORP | COM | $83.8M | 4.2%Prev: 2.2% | 49,539 SH | Increased+21,866 SH |
| GLOBAL E ONLINE LTD | SHS | $105.5M | 5.3%Prev: 5.2% | 2,683,313 SH | Increased-19,858 SH |
| HUBSPOT INC | COM | $106.3M | 5.3%Prev: 5.6% | 264,929 SH | Increased+39,700 SH |
| ILLUMINA INC | COM | $52.7M | 2.6%Prev: 2.1% | 401,533 SH | Increased-20,617 SH |
| KINSALE CAP GROUP INC | COM | $77.1M | 3.9%Prev: 3.3% | 197,186 SH | Increased+53,801 SH |
| LOAR HOLDINGS INC | COM SHS | $61.5M | 3.1%Prev: 3.6% | 904,131 SH | Decreased+55,062 SH |
| MEDPACE HLDGS INC | COM | $38.9M | 1.9%Prev: 4.1% | 69,175 SH | Decreased-81,707 SH |
| MONGODB INC | CL A | $111.3M | 5.6%Prev: 5.6% | 265,263 SH | Increased-74,460 SH |
| NCINO INC | COM | $74.6M | 3.7%Prev: 3.1% | 2,909,880 SH | Increased+760,790 SH |
| PROCORE TECHNOLOGIES INC | COM | $78.7M | 3.9%Prev: 3.7% | 1,081,343 SH | Increased+137,455 SH |
| SAMSARA INC | COM CL A | $83.2M | 4.2%Prev: 4.4% | 2,346,995 SH | Increased+146,830 SH |
| SHIFT4 PMTS INC | CL A | $106.9M | 5.3%Prev: 5.1% | 1,697,920 SH | Increased+455,707 SH |
| SNOWFLAKE INC | COM SHS | $72.1M | 3.6%Prev: 4.5% | 328,818 SH | Decreased-45,691 SH |
| 13F-HR |
| 0001172661-26-003494 |
| $1.85B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003124 | $1.70B | View |
| May 18, 2026 | Q1 2026 | 13F-HR/A | 0001172661-26-002427 | $1.41B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002179 | $1.46B | View |