+36
New
36
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Coinbase Global Inc | COIN | Apr 2024 | 500,896 | $102.1M | 10.52% | EC |
| 2 | Block Inc | SQ | Apr 2024 | 1,107,367 | $80.8M | 8.33% | EC |
| 3 | Shopify Inc | SHOP | Apr 2024 | 996,182 | $69.9M | 7.20% | EC |
| 4 | DraftKings Inc | DKNG | Apr 2024 | 1,633,834 | $67.9M | 6.99% | EC |
| 5 | UiPath Inc | PATH | Apr 2024 | 2,485,578 | $47.2M | 4.86% | EC |
| 6 | Robinhood Markets Inc | HOOD | Apr 2024 | 2,636,693 | $43.5M | 4.48% | EC |
| 7 | Toast Inc | TOST | Apr 2024 | 1,812,598 | $42.8M | 4.41% | EC |
| 8 | Adyen NV | ADYEN | Apr 2024 | 31,949 | $38.5M | 3.97% | EC |
| 9 | ARK 21Shares Bitcoin ETF | ARKB | Apr 2024 | 629,903 | $37.2M | 3.83% | EC |
| 10 | SoFi Technologies Inc | SOFI | Apr 2024 | 5,210,087 | $35.3M | 3.64% | EC |
| 11 | Global-e Online Ltd | GLBE | Apr 2024 | 1,032,308 | $34.6M | 3.56% | EC |
| 12 | Roku Inc | ROKU | Apr 2024 | 561,247 | $32.4M | 3.33% | EC |
| 13 | Pinterest Inc | PINS | Apr 2024 | 965,797 | $32.3M | 3.33% | EC |
| 14 | Intuit Inc | INTU | Apr 2024 | 48,686 | $30.5M | 3.14% | EC |
| 15 | ROBLOX Corp | RBLX | Apr 2024 | 788,503 | $28.0M | 2.89% | EC |
| 16 | MercadoLibre Inc | MELI | Apr 2024 | 17,659 | $25.8M | 2.65% | EC |
| 17 | Meta Platforms Inc | META | Apr 2024 | 48,481 | $20.9M | 2.15% | EC |
| 18 | Discovery Ltd | DSY | Apr 2024 | 3,188,038 | $20.4M | 2.10% | EC |
| 19 | Kaspi.KZ JSC | KSPI | Apr 2024 | 171,500 | $20.2M | 2.08% | EC |
| 20 | Palantir Technologies Inc | PLTR | Apr 2024 | 892,616 | $19.6M | 2.02% | EC |
| 21 | NU Holdings Ltd/Cayman Islands | NU | Apr 2024 | 1,745,082 | $19.0M | 1.95% | EC |
| 22 | LY Corp | 4689 | Apr 2024 | 6,872,230 | $16.7M | 1.72% | EC |
| 23 | Sea Ltd | SE | Apr 2024 | 232,104 | $14.7M | 1.51% | EC |
| 24 | BILL Holdings Inc | BILL | Apr 2024 | 224,138 | $14.0M | 1.44% | EC |
| 25 | Spotify Technology SA | SPOT | Apr 2024 | 48,467 | $13.6M | 1.40% | EC |
| 26 | AvidXchange Holdings Inc | AVDX | Apr 2024 | 1,111,574 | $13.0M | 1.33% | EC |
| 27 | Intercontinental Exchange Inc | ICE | Apr 2024 | 84,018 | $10.8M | 1.11% | EC |
| 28 | NVIDIA Corp | NVDA | Apr 2024 | 12,286 | $10.6M | 1.09% | EC |
| 29 | Teladoc Health Inc | TDOC | Apr 2024 | 753,070 | $9.6M | 0.99% | EC |
| 30 | Crowdstrike Holdings Inc | CRWD | Apr 2024 | 30,334 | $8.9M | 0.91% | EC |
| 31 | Zillow Group Inc | Z | Apr 2024 | 188,416 | $8.0M | 0.83% | EC |
| 32 | Ibotta Inc | IBTA | Apr 2024 | 14,706 | $1.5M | 0.15% | EC |
| 33 | Goldman Sachs Financial Square Treasury Obligations Fund | 000000000 | Apr 2024 | 1,362,606 | $1.4M | 0.14% | STIV |
| 34 | Reddit Inc | RDDT | Apr 2024 | 3,851 | $171K | 0.02% | EC |
| 35 | Twilio Inc | TWLO | Apr 2024 | 92 | $6K | 0.00% | EC |
| 36 | StoneCo Ltd | STNE | Apr 2024 | 92 | $1K | 0.00% | EC |