$128Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AMZN | AMAZON COM INC | 15.63 | 111,414 | 20,097,000 | REDUCED | -3.07 | |
CSGP | COSTAR GROUP INC | 7.09 | 94,408 | 9,120,000 | REDUCED | -15.41 | |
DOCS | DOXIMITY INC | 3.33 | 159,210 | 4,284,000 | UNCHANGED | 0.00 | |
GOOG | ALPHABET INC | 9.67 | 81,660 | 12,434,000 | UNCHANGED | 0.00 | |
MELI | MERCADOLIBRE INC | 11.12 | 9,456 | 14,297,000 | UNCHANGED | 0.00 | |
META | META PLATFORMS INC | 4.67 | 12,363 | 6,003,000 | UNCHANGED | 0.00 | |
MNST | MONSTER BEVERAGE CORP NEW | 1.53 | 33,197 | 1,968,000 | REDUCED | -31.29 | |
MSFT | MICROSOFT CORP | 4.74 | 14,472 | 6,089,000 | REDUCED | -26.03 | |
NOW | SERVICENOW INC | 10.57 | 17,832 | 13,595,000 | REDUCED | -5.74 | |
SCHW | SCHWAB CHARLES CORP | 8.80 | 156,467 | 11,319,000 | UNCHANGED | 0.00 | |
SE | SEA LTD | 4.69 | 112,383 | 6,036,000 | UNCHANGED | 0.00 | |
SPOT | SPOTIFY TECHNOLOGY S A | 6.79 | 33,089 | 8,732,000 | REDUCED | -24.73 | |
TW | TRADEWEB MKTS INC | 3.31 | 40,880 | 4,258,000 | UNCHANGED | 0.00 | |
V | VISA INC | 7.88 | 36,289 | 10,128,000 | REDUCED | -20.58 | |
WIX | WIX COM LTD | 0.17 | 1,586 | 218,000 | NEW |