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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 | $71.1M | 5.0%Prev: 3.3% | 858,840 SH | Increased+237,945 SH |
| AFFIRM HLDGS INC | COM CL A | $76.2M | 5.4%Prev: 5.9% | 1,662,325 SH | Decreased-240,100 SH |
| API GROUP CORP | COM STK | $51.5M | 3.6%Prev: 4.9% | 1,271,099 SH | Decreased-729,642 SH |
| APPLOVIN CORP | COM CL A | $66.3M | 4.7%Prev: 5.5% | 166,557 SH | Decreased-135,667 SH |
| ASCENDIS PHARMA A/S | SPONSORED ADR | $84.2M | 6.0% | 367,972 SH | New |
| CADENCE DESIGN SYSTEM INC | COM | $64.8M | 4.6% | 233,347 SH | New |
| CARVANA CO | CL A | $52.6M | 3.7% | 167,391 SH | New |
| CHIME FINL INC | COM SHS CL A | $24.3M | 1.7% | 1,297,192 SH | New |
| COSTAR GROUP INC | COM | $44.8M | 3.2%Prev: 2.7% | 1,111,224 SH | Increased+615,366 SH |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $55.6M | 3.9% | 591,990 SH | New |
| DOORDASH INC | CL A | $44.8M | 3.2%Prev: 3.1% | 298,176 SH | Decreased+53,064 SH |
| FAIR ISAAC CORP | COM | $60.2M | 4.3%Prev: 2.6% | 56,350 SH | Increased+35,568 SH |
| GLOBAL E ONLINE LTD | SHS | $59.8M | 4.2%Prev: 3.5% | 1,937,769 SH | Increased+500,268 SH |
| HUBSPOT INC | COM | $76.6M | 5.4%Prev: 3.6% | 313,922 SH | Increased+222,772 SH |
| ILLUMINA INC | COM | $40.1M | 2.8%Prev: 3.0% | 325,049 SH | Decreased-234,008 SH |
| KINSALE CAP GROUP INC | COM | $46.8M | 3.3%Prev: 5.1% | 137,029 SH | Decreased-14,392 SH |
| LOAR HOLDINGS INC | COM SHS | $33.5M | 2.4% | 584,133 SH | New |
| MEDPACE HLDGS INC | COM | $26.8M | 1.9%Prev: 5.1% | 55,755 SH | Decreased-186,391 SH |
| MONGODB INC | CL A | $62.0M | 4.4%Prev: 3.2% | 253,174 SH | Increased-16,421 SH |
| NCINO INC | COM | $46.2M | 3.3% | 3,085,237 SH | New |
| PROCORE TECHNOLOGIES INC | COM | $57.3M | 4.1%Prev: 4.2% | 1,005,371 SH | Decreased+71,484 SH |
| ROBLOX CORP | CL A | $44.1M | 3.1% | 779,991 SH | New |
| SAMSARA INC | COM CL A | $93.4M | 6.6% | 2,946,646 SH | New |
| SHIFT4 PMTS INC | CL A | $76.6M | 5.4%Prev: 5.6% | 1,751,140 SH | Decreased+748,810 SH |
| SNOWFLAKE INC | COM SHS | $53.1M | 3.8% | 352,268 SH | New |
| 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 |