Palo Alto Networks Common Stocks
(PANW)
|
11.2 |
$59M |
|
95k |
622.51 |
Weave Communications Common Stocks
(WEAV)
|
10.2 |
$54M |
|
9.6M |
5.66 |
Mercadolibre Common Stocks
(MELI)
|
9.4 |
$50M |
|
42k |
1189.48 |
Coupa Software Common Stocks
|
8.9 |
$47M |
|
464k |
101.63 |
Nutanix Inc - A Cl A
(NTNX)
|
8.5 |
$45M |
|
1.7M |
26.82 |
Smart Global Holdings SHS
(SGH)
|
7.5 |
$40M |
|
1.5M |
25.83 |
Lam Research Corp Common Stocks
(LRCX)
|
6.7 |
$36M |
|
66k |
537.62 |
Zendesk Common Stocks
|
6.2 |
$33M |
|
276k |
120.29 |
Crowdstrike Holdings Inc - A Cl A
(CRWD)
|
5.1 |
$27M |
|
119k |
227.08 |
Micron Technology Common Stocks
(MU)
|
3.7 |
$20M |
|
255k |
77.89 |
Jamf Holding Corp Common Stocks
(JAMF)
|
3.6 |
$19M |
|
554k |
34.81 |
I3 Verticals Inc-class A Common Cl A
(IIIV)
|
3.5 |
$19M |
|
668k |
27.86 |
Salesforce Common Stocks
(CRM)
|
3.4 |
$18M |
|
85k |
212.32 |
Carvana Cl A
(CVNA)
|
2.8 |
$15M |
|
125k |
119.29 |
Cellebrite Di Ordinary Shares
(CLBT)
|
2.6 |
$14M |
|
2.1M |
6.40 |
Euronet Worldwide Common Stocks
(EEFT)
|
1.9 |
$10M |
|
79k |
130.15 |
Twilio Inc - A Cl A
(TWLO)
|
1.9 |
$10M |
|
62k |
164.81 |
Shopify Inc - Class A Cl A
(SHOP)
|
1.0 |
$5.1M |
|
7.5k |
675.96 |
Mandiant Common Stocks
|
0.6 |
$3.2M |
|
142k |
22.31 |
Matterport Common Cl A
(MTTR)
|
0.6 |
$3.1M |
|
398k |
7.71 |
Knowbe4 Cl A
|
0.5 |
$2.9M |
|
130k |
21.87 |
Zeta Holdings Cl A
(ZETA)
|
0.1 |
$308k |
|
25k |
12.11 |