| # | Company | Ticker | Sector | % of Portfolio | Activity | Change |
|---|---|---|---|---|---|---|
| 1 | COUPANG INC | CPNG | Other | 11.1% | ▲ Increasing | +47% |
| 2 | NVIDIA CORPORATION | NVDA | Technology | 10.8% | ▲ Increasing | +27% |
| 3 | GLOBAL E ONLINE LTD | — | Other | 9.7% | ▼ Decreasing | -4% |
| 4 | CARVANA CO | CVNA | Other | 9.0% | ▲ Increasing | +44% |
| 5 | DAYFORCE INC | — | Other | 7.2% | — Unchanged | — |
| 6 | BLOCK INC | SQ | Other | 7.1% | ▼ Decreasing | -24% |
| 7 | MERCADOLIBRE INC | MELI | Other | 7.0% | ▲ Increasing | +55% |
| 8 | KLARNA GROUP PLC | — | Other | 5.2% | — Unchanged | — |
| 9 | CHIME FINL INC | — | Other | 4.7% | — Unchanged | — |
| 10 | PDD HOLDINGS INC | — | Other | 4.5% | — Unchanged | — |
| 11 | DUOLINGO INC | DUOL | Other | 4.4% | ▼ Decreasing | -27% |
| 12 | SAILPOINT INC | — | Other | 3.5% | — Unchanged | — |
| 13 | EXPAND ENERGY CORPORATION | — | Other | 3.2% | ● New | NEW |
| 14 | SERVICETITAN INC | — | Other | 2.3% | — Unchanged | — |
| 15 | COMSTOCK RES INC | — | Other | 2.2% | ● New | NEW |
| 16 | NU HLDGS LTD | NU | Other | 1.8% | — Unchanged | — |
| 17 | CCC INTELLIGENT SOLUTIONS HL | — | Other | 1.6% | — Unchanged | — |
| 18 | JAMF HLDG CORP | — | Other | 1.2% | — Unchanged | — |
| 19 | DATADOG INC | DDOG | Other | 0.8% | — Unchanged | — |
| 20 | NAVAN INC | — | Other | 0.8% | ● New | NEW |
| 21 | MEDLINE INC | — | Other | 0.5% | ● New | NEW |
| 22 | FIGMA INC | — | Other | 0.3% | — Unchanged | — |
| 23 | ROOT INC | — | Other | 0.2% | — Unchanged | — |
| 24 | OSCAR HEALTH INC | — | Other | 0.2% | ▼ Decreasing | -51% |
| 25 | WEALTHFRONT CORP | — | Other | 0.2% | ● New | NEW |
| 26 | GEMINI SPACE STA INC | — | Other | 0.2% | ▼ Decreasing | -50% |
| 27 | ZOOMINFO TECHNOLOGIES INC | — | Other | 0.1% | — Unchanged | — |