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CIK 0001803194 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLOCK INC | CLASS A | $13.4M | 13.4%Prev: 13.3% | 205,189 SH | Decreased+1,657 SH |
| DATADOG INC | CLASS A | $15.6M | 15.6%Prev: 15.3% | 114,920 SH | Decreased-3,706 SH |
| DUOLINGO INC | CLASS A | $7.4M | 7.4%Prev: 10.4% | 41,924 SH | Decreased+6,347 SH |
| MONDAY.COM LTD | ORD | $17.7M | 17.7%Prev: 21.6% | 119,645 SH | Decreased-3,578 SH |
| PROCORE TECHNOLOGIES INC | COM | $11.0M | 11.0%Prev: 10.3% | 151,015 SH | Decreased-5,880 SH |
| REDDIT INC | CLASS A | $10.9M | 10.9% | 47,384 SH | New |
| SHOPIFY INC | CLASS A | $10.1M | 10.1%Prev: 8.8% | 62,886 SH | Increased-2,332 SH |
| SNOWFLAKE INC | CLASS A | $14.0M | 14.0%Prev: 13.3% | 63,889 SH | Decreased-1,301 SH |
| 13F-HR |
| 0001803194-26-000003 |
| $76.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001803194-25-000005 | $124.0M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001803194-26-000002 | $75.2M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001803194-25-000004 | $112.2M | View |