Disclosed positions
| AMAZON COM INC | AMZN | COM | $260,028,940 | 1,091,000 | SH | None |
| MERCADOLIBRE INC | MELI | COM | $152,262,673 | 89,704 | SH | None |
| APPFOLIO INC | APPF | COM CL A | $105,007,603 | 654,865 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $90,235,925 | 252,500 | SH | None |
| VEEVA SYS INC | VEEV | CL A COM | $85,986,877 | 484,515 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $70,913,331 | 200,700 | SH | None |
| COUPANG INC | CPNG | CL A | $65,328,136 | 3,760,975 | SH | None |
| DOORDASH INC | DASH | CL A | $37,170,801 | 201,435 | SH | None |
| TRUBRIDGE INC | TBRG | COM | $26,169,270 | 998,446 | SH | None |
| MICROSOFT CORP | MSFT | COM | $7,605,132 | 20,388 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.