$105Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AMZN | AMAZON COM INC | 6.32 | 43,700 | 6,639,780 | ADDED | 4.55 | |
ATVI | ACTIVISION BLIZZARD INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
BABA | ALIBABA GROUP HLDG LTD | 4.21 | 57,100 | 4,425,820 | ADDED | 135 | |
BNDD | KRANESHARES TR | 1.80 | 70,000 | 1,890,000 | NEW | ||
BOX | BOX INC | 3.55 | 145,600 | 3,728,820 | NEW | ||
CPNG | COUPANG INC | 7.79 | 505,914 | 8,190,750 | ADDED | 23.51 | |
CSCO | CISCO SYS INC | 5.67 | 117,900 | 5,956,310 | ADDED | 3.97 | |
DOMO | DOMO INC | 2.56 | 261,400 | 2,689,810 | UNCHANGED | 0.00 | |
GRAB | GRAB HOLDINGS LIMITED | 5.83 | 1,819,400 | 6,131,380 | ADDED | 39.13 | |
INTU | INTUIT | 4.39 | 7,380 | 4,612,720 | REDUCED | -28.7 | |
LOGI | LOGITECH INTL S A | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
META | META PLATFORMS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
NOW | SERVICENOW INC | 8.46 | 12,590 | 8,894,710 | UNCHANGED | 0.00 | |
OKTA | OKTA INC | 8.27 | 96,041 | 8,694,590 | ADDED | 19.39 | |
PDD | PDD HOLDINGS INC | 7.68 | 55,200 | 8,076,310 | REDUCED | -15.08 | |
PSTG | PURE STORAGE INC | 7.31 | 215,400 | 7,681,160 | ADDED | 25.38 | |
PYPL | PAYPAL HLDGS INC | 3.51 | 60,100 | 3,690,740 | NEW | ||
SNAP | SNAP INC | 5.03 | 312,000 | 5,282,160 | REDUCED | -16.47 | |
UBER | UBER TECHNOLOGIES INC | 9.00 | 153,600 | 9,457,150 | REDUCED | -14.57 | |
XPEV | XPENG INC | 2.43 | 175,100 | 2,554,710 | ADDED | 40.3 | |
YMM | FULL TRUCK ALLIANCE CO LTD | 6.20 | 929,300 | 6,514,390 | ADDED | 6.3 |