DATAROMA Portfolio History

Historical Stock Holdings

Chase Coleman - Tiger Global Management

Period	Portfolio Value	Top 20 holdings history (left to right)
2023 Q4	$14.1 B	META Meta Platforms Inc. 18.80% of portfolio	MSFT Microsoft Corp. 14.30% of portfolio	APO Apollo Global Management 8.15% of portfolio	TTWO Take-Two Interactive Software 5.91% of portfolio	AMZN Amazon.com Inc. 5.28% of portfolio	SE Sea Ltd 4.13% of portfolio	GOOGL Alphabet Inc. 4.03% of portfolio	WDAY Workday Inc. 3.89% of portfolio	LLY Eli Lilly & Co. 3.69% of portfolio	NVDA NVIDIA Corp. 3.41% of portfolio	NOW ServiceNow Inc. 2.91% of portfolio	CPAY Corpay Inc. 2.62% of portfolio	LRCX Lam Research 2.25% of portfolio	TSM Taiwan Semiconductor S.A. 2.25% of portfolio	JD JD.com Inc. 1.81% of portfolio	CRWD CrowdStrike Holdings Inc. 1.64% of portfolio	DASH DoorDash Inc. 1.55% of portfolio	AVGO Broadcom Inc. 1.45% of portfolio	ESTC Elastic NV 1.36% of portfolio	UBER Uber Technologies Inc. 1.33% of portfolio
2023 Q3	$13.6 B	META Meta Platforms Inc. 19.69% of portfolio	MSFT Microsoft Corp. 14.27% of portfolio	APO Apollo Global Management 8.13% of portfolio	TTWO Take-Two Interactive Software 5.44% of portfolio	GOOGL Alphabet Inc. 5.15% of portfolio	WDAY Workday Inc. 4.47% of portfolio	SE Sea Ltd 3.79% of portfolio	AMZN Amazon.com Inc. 3.69% of portfolio	LLY Eli Lilly & Co. 3.64% of portfolio	NVDA NVIDIA Corp. 3.56% of portfolio	NOW ServiceNow Inc. 2.45% of portfolio	JD JD.com Inc. 2.12% of portfolio	INTU Intuit Inc. 1.91% of portfolio	UBER Uber Technologies Inc. 1.74% of portfolio	LRCX Lam Research 1.71% of portfolio	CPAY Corpay Inc. 1.48% of portfolio	GRAB Grab Holdings Ltd Cl A 1.34% of portfolio	TSM Taiwan Semiconductor S.A. 1.32% of portfolio	CFLT Confluent Inc. 1.13% of portfolio	CRWD CrowdStrike Holdings Inc. 1.11% of portfolio
2023 Q2	$12 B	META Meta Platforms Inc. 20.54% of portfolio	MSFT Microsoft Corp. 16.13% of portfolio	APO Apollo Global Management 7.92% of portfolio	JD JD.com Inc. 6.01% of portfolio	TTWO Take-Two Interactive Software 5.87% of portfolio	INTU Intuit Inc. 4.07% of portfolio	AMZN Amazon.com Inc. 4.03% of portfolio	GOOGL Alphabet Inc. 3.81% of portfolio	WDAY Workday Inc. 3.77% of portfolio	NOW ServiceNow Inc. 2.91% of portfolio	LLY Eli Lilly & Co. 2.84% of portfolio	NVDA NVIDIA Corp. 2.22% of portfolio	LRCX Lam Research 1.83% of portfolio	CPAY Corpay Inc. 1.65% of portfolio	SE Sea Ltd 1.64% of portfolio	TSM Taiwan Semiconductor S.A. 1.58% of portfolio	ZI ZoomInfo Technologies Inc. 1.43% of portfolio	NU Nu Holdings Ltd 1.34% of portfolio	UBER Uber Technologies Inc. 1.28% of portfolio	SNOW Snowflake Inc. 1.17% of portfolio
2023 Q1	$11 B	MSFT Microsoft Corp. 15.55% of portfolio	META Meta Platforms Inc. 14.37% of portfolio	JD JD.com Inc. 9.61% of portfolio	AMZN Amazon.com Inc. 9.10% of portfolio	GOOGL Alphabet Inc. 7.89% of portfolio	WDAY Workday Inc. 4.73% of portfolio	NOW ServiceNow Inc. 3.42% of portfolio	SE Sea Ltd 2.65% of portfolio	TTWO Take-Two Interactive Software 2.60% of portfolio	SNOW Snowflake Inc. 2.60% of portfolio	MA Mastercard Inc. 2.39% of portfolio	INTU Intuit Inc. 1.82% of portfolio	DDOG DATADOG Inc. 1.75% of portfolio	ZI ZoomInfo Technologies Inc. 1.68% of portfolio	APO Apollo Global Management 1.50% of portfolio	BZ Kanzhun Ltd 1.48% of portfolio	TSM Taiwan Semiconductor S.A. 1.34% of portfolio	AAPL Apple Inc. 1.28% of portfolio	CFLT Confluent Inc. 1.26% of portfolio	CRWD CrowdStrike Holdings Inc. 1.12% of portfolio
2022 Q4	$8.16 B	MSFT Microsoft Corp. 15.45% of portfolio	JD JD.com Inc. 15.00% of portfolio	META Meta Platforms Inc. 11.71% of portfolio	AMZN Amazon.com Inc. 8.84% of portfolio	WDAY Workday Inc. 5.67% of portfolio	SNOW Snowflake Inc. 4.49% of portfolio	GOOGL Alphabet Inc. 4.03% of portfolio	NOW ServiceNow Inc. 3.85% of portfolio	BZ Kanzhun Ltd 3.46% of portfolio	MA Mastercard Inc. 3.08% of portfolio	ZI ZoomInfo Technologies Inc. 2.30% of portfolio	SE Sea Ltd 2.27% of portfolio	SQ Block Inc. 1.45% of portfolio	DLO DLocal Ltd 1.36% of portfolio	NU Nu Holdings Ltd 1.26% of portfolio	HUBS HubSpot Inc. 1.19% of portfolio	CRWD CrowdStrike Holdings Inc. 1.16% of portfolio	PGY Pagaya Technologies Ltd A 0.96% of portfolio	TTWO Take-Two Interactive Software 0.91% of portfolio	DDOG DATADOG Inc. 0.87% of portfolio
2022 Q3	$10.9 B	JD JD.com Inc. 13.79% of portfolio	MSFT Microsoft Corp. 12.84% of portfolio	NOW ServiceNow Inc. 5.87% of portfolio	META Meta Platforms Inc. 5.59% of portfolio	SE Sea Ltd 4.92% of portfolio	GOOGL Alphabet Inc. 4.81% of portfolio	DDOG DATADOG Inc. 4.71% of portfolio	WDAY Workday Inc. 4.43% of portfolio	SNOW Snowflake Inc. 4.06% of portfolio	LI Li Auto Inc. 3.64% of portfolio	TEAM Atlassian Corp. 3.33% of portfolio	AMZN Amazon.com Inc. 2.78% of portfolio	BZ Kanzhun Ltd 2.76% of portfolio	UBER Uber Technologies Inc. 2.41% of portfolio	SQ Block Inc. 1.92% of portfolio	MA Mastercard Inc. 1.89% of portfolio	NU Nu Holdings Ltd 1.87% of portfolio	DASH DoorDash Inc. 1.66% of portfolio	TOST Toast Inc. 1.52% of portfolio	HUBS HubSpot Inc. 1.47% of portfolio
2022 Q2	$11.9 B	JD JD.com Inc. 16.44% of portfolio	MSFT Microsoft Corp. 11.11% of portfolio	CRWD CrowdStrike Holdings Inc. 9.26% of portfolio	NU Nu Holdings Ltd 6.37% of portfolio	META Meta Platforms Inc. 6.07% of portfolio	SE Sea Ltd 4.60% of portfolio	NOW ServiceNow Inc. 4.45% of portfolio	LI Li Auto Inc. 4.11% of portfolio	BZ Kanzhun Ltd 2.57% of portfolio	SNOW Snowflake Inc. 2.48% of portfolio	TEAM Atlassian Corp. 2.39% of portfolio	AMZN Amazon.com Inc. 2.33% of portfolio	GOOGL Alphabet Inc. 2.02% of portfolio	S SentinelOne Inc. 1.96% of portfolio	MA Mastercard Inc. 1.91% of portfolio	DASH DoorDash Inc. 1.65% of portfolio	TOST Toast Inc. 1.59% of portfolio	WDAY Workday Inc. 1.58% of portfolio	DDOG DATADOG Inc. 1.45% of portfolio	RNG RingCentral Inc. 1.40% of portfolio
2022 Q1	$26.6 B	JD JD.com Inc. 10.59% of portfolio	MSFT Microsoft Corp. 8.46% of portfolio	CRWD CrowdStrike Holdings Inc. 7.51% of portfolio	NU Nu Holdings Ltd 7.38% of portfolio	SE Sea Ltd 6.08% of portfolio	SNOW Snowflake Inc. 5.88% of portfolio	NOW ServiceNow Inc. 5.11% of portfolio	CVNA Carvana Co. 3.82% of portfolio	DASH DoorDash Inc. 3.61% of portfolio	META Meta Platforms Inc. 3.26% of portfolio	WDAY Workday Inc. 2.68% of portfolio	SHOP Shopify Inc. 2.32% of portfolio	RNG RingCentral Inc. 2.18% of portfolio	TEAM Atlassian Corp. 1.93% of portfolio	LI Li Auto Inc. 1.92% of portfolio	AMZN Amazon.com Inc. 1.81% of portfolio	XPEV XPeng Inc. 1.42% of portfolio	SQ Block Inc. 1.39% of portfolio	DOCU DocuSign Inc. 1.36% of portfolio	DDOG DATADOG Inc. 1.27% of portfolio
2021 Q4	$45.9 B	JD JD.com Inc. 8.20% of portfolio	MSFT Microsoft Corp. 6.21% of portfolio	SE Sea Ltd 5.55% of portfolio	NU Nu Holdings Ltd 5.43% of portfolio	SNOW Snowflake Inc. 4.44% of portfolio	DASH DoorDash Inc. 3.77% of portfolio	META Meta Platforms Inc. 3.70% of portfolio	CVNA Carvana Co. 3.66% of portfolio	CRWD CrowdStrike Holdings Inc. 3.36% of portfolio	NOW ServiceNow Inc. 3.12% of portfolio	AMZN Amazon.com Inc. 2.56% of portfolio	WDAY Workday Inc. 2.51% of portfolio	ZM Zoom Video Communications Inc. 2.45% of portfolio	SHOP Shopify Inc. 2.42% of portfolio	DOCU DocuSign Inc. 2.30% of portfolio	DDOG DATADOG Inc. 2.06% of portfolio	TEAM Atlassian Corp. 2.05% of portfolio	RNG RingCentral Inc. 2.02% of portfolio	PDD Pinduoduo Inc. 2.00% of portfolio	UBER Uber Technologies Inc. 1.65% of portfolio
2021 Q3	$52.1 B	MSFT Microsoft Corp. 7.11% of portfolio	JD JD.com Inc. 7.10% of portfolio	SE Sea Ltd 6.38% of portfolio	DASH DoorDash Inc. 4.37% of portfolio	DOCU DocuSign Inc. 3.61% of portfolio	AMZN Amazon.com Inc. 3.58% of portfolio	CVNA Carvana Co. 3.56% of portfolio	CRWD CrowdStrike Holdings Inc. 3.56% of portfolio	META Meta Platforms Inc. 3.29% of portfolio	SNOW Snowflake Inc. 3.00% of portfolio	APO Apollo Global Management 2.65% of portfolio	NOW ServiceNow Inc. 2.64% of portfolio	RBLX Roblox Corp. 2.53% of portfolio	PDD Pinduoduo Inc. 2.45% of portfolio	ZM Zoom Video Communications Inc. 2.39% of portfolio	SHOP Shopify Inc. 2.30% of portfolio	TDG TransDigm Group Inc. 2.11% of portfolio	WDAY Workday Inc. 2.03% of portfolio	TEAM Atlassian Corp. 1.85% of portfolio	UBER Uber Technologies Inc. 1.79% of portfolio
2021 Q2	$53.8 B	JD JD.com Inc. 7.66% of portfolio	MSFT Microsoft Corp. 6.62% of portfolio	SE Sea Ltd 5.18% of portfolio	RBLX Roblox Corp. 4.58% of portfolio	DOCU DocuSign Inc. 3.79% of portfolio	AMZN Amazon.com Inc. 3.63% of portfolio	DASH DoorDash Inc. 3.62% of portfolio	APO Apollo Global Management 3.59% of portfolio	CVNA Carvana Co. 3.57% of portfolio	CRWD CrowdStrike Holdings Inc. 3.52% of portfolio	PDD Pinduoduo Inc. 3.32% of portfolio	META Meta Platforms Inc. 3.27% of portfolio	ZM Zoom Video Communications Inc. 3.08% of portfolio	SHOP Shopify Inc. 2.37% of portfolio	NOW ServiceNow Inc. 2.26% of portfolio	RNG RingCentral Inc. 2.13% of portfolio	TDG TransDigm Group Inc. 2.12% of portfolio	PTON Peloton Interactive Inc. 2.04% of portfolio	UBER Uber Technologies Inc. 1.93% of portfolio	SNOW Snowflake Inc. 1.88% of portfolio
2021 Q1	$43.5 B	JD JD.com Inc. 10.02% of portfolio	MSFT Microsoft Corp. 7.44% of portfolio	RBLX Roblox Corp. 6.03% of portfolio	SE Sea Ltd 4.88% of portfolio	AMZN Amazon.com Inc. 4.36% of portfolio	PDD Pinduoduo Inc. 4.33% of portfolio	APO Apollo Global Management 3.78% of portfolio	META Meta Platforms Inc. 3.77% of portfolio	CVNA Carvana Co. 3.63% of portfolio	CRWD CrowdStrike Holdings Inc. 3.16% of portfolio	UBER Uber Technologies Inc. 2.61% of portfolio	NOW ServiceNow Inc. 2.48% of portfolio	DOCU DocuSign Inc. 2.40% of portfolio	TDG TransDigm Group Inc. 2.38% of portfolio	WDAY Workday Inc. 2.36% of portfolio	BABA Alibaba Group Holdings 2.34% of portfolio	RNG RingCentral Inc. 2.28% of portfolio	PTON Peloton Interactive Inc. 2.03% of portfolio	SPOT Spotify Technology S.A. 1.96% of portfolio	ZM Zoom Video Communications Inc. 1.81% of portfolio
2020 Q4	$39 B	JD JD.com Inc. 11.63% of portfolio	MSFT Microsoft Corp. 6.78% of portfolio	PDD Pinduoduo Inc. 6.40% of portfolio	AMZN Amazon.com Inc. 5.12% of portfolio	SE Sea Ltd 4.71% of portfolio	META Meta Platforms Inc. 4.43% of portfolio	APO Apollo Global Management 4.26% of portfolio	CRWD CrowdStrike Holdings Inc. 4.09% of portfolio	CVNA Carvana Co. 3.69% of portfolio	UBER Uber Technologies Inc. 3.62% of portfolio	RNG RingCentral Inc. 3.23% of portfolio	PTON Peloton Interactive Inc. 3.05% of portfolio	TDG TransDigm Group Inc. 2.79% of portfolio	BABA Alibaba Group Holdings 2.67% of portfolio	SPOT Spotify Technology S.A. 2.57% of portfolio	WDAY Workday Inc. 2.53% of portfolio	NOW ServiceNow Inc. 2.32% of portfolio	ESTC Elastic NV 1.51% of portfolio	TEAM Atlassian Corp. 1.48% of portfolio	NFLX Netflix Inc. 1.46% of portfolio
2020 Q3	$35.5 B	JD JD.com Inc. 11.28% of portfolio	MSFT Microsoft Corp. 6.76% of portfolio	RUN Sunrun Inc. 6.46% of portfolio	META Meta Platforms Inc. 6.45% of portfolio	AMZN Amazon.com Inc. 5.36% of portfolio	APO Apollo Global Management 4.27% of portfolio	CVNA Carvana Co. 3.77% of portfolio	BABA Alibaba Group Holdings 3.70% of portfolio	SE Sea Ltd 3.62% of portfolio	PDD Pinduoduo Inc. 2.97% of portfolio	CRWD CrowdStrike Holdings Inc. 2.91% of portfolio	RNG RingCentral Inc. 2.57% of portfolio	ZM Zoom Video Communications Inc. 2.41% of portfolio	TDG TransDigm Group Inc. 2.35% of portfolio	WDAY Workday Inc. 2.24% of portfolio	NFLX Netflix Inc. 2.18% of portfolio	SPOT Spotify Technology S.A. 2.17% of portfolio	PTON Peloton Interactive Inc. 2.17% of portfolio	NOW ServiceNow Inc. 2.03% of portfolio	CRM Salesforce.com 1.62% of portfolio
2020 Q2	$25.8 B	JD JD.com Inc. 12.05% of portfolio	MSFT Microsoft Corp. 8.69% of portfolio	META Meta Platforms Inc. 7.70% of portfolio	APO Apollo Global Management 6.56% of portfolio	AMZN Amazon.com Inc. 6.34% of portfolio	BABA Alibaba Group Holdings 3.76% of portfolio	RNG RingCentral Inc. 3.68% of portfolio	SE Sea Ltd 3.48% of portfolio	SPOT Spotify Technology S.A. 3.19% of portfolio	TDG TransDigm Group Inc. 3.01% of portfolio	CVNA Carvana Co. 2.80% of portfolio	NFLX Netflix Inc. 2.74% of portfolio	RUN Sunrun Inc. 2.28% of portfolio	WDAY Workday Inc. 2.19% of portfolio	PDD Pinduoduo Inc. 2.03% of portfolio	CRWD CrowdStrike Holdings Inc. 1.96% of portfolio	GDS GDS Holdings Ltd 1.77% of portfolio	CRM Salesforce.com 1.69% of portfolio	MDB MongoDB Inc. 1.68% of portfolio	TWLO Twilio Inc. 1.62% of portfolio
2020 Q1	$16.6 B	JD JD.com Inc. 12.35% of portfolio	MSFT Microsoft Corp. 10.25% of portfolio	META Meta Platforms Inc. 8.79% of portfolio	APO Apollo Global Management 6.84% of portfolio	AMZN Amazon.com Inc. 6.48% of portfolio	BABA Alibaba Group Holdings 5.26% of portfolio	RNG RingCentral Inc. 4.24% of portfolio	NFLX Netflix Inc. 3.51% of portfolio	TDG TransDigm Group Inc. 3.39% of portfolio	SE Sea Ltd 2.23% of portfolio	GDS GDS Holdings Ltd 2.00% of portfolio	SPOT Spotify Technology S.A. 2.00% of portfolio	CVNA Carvana Co. 1.99% of portfolio	TAL TAL Education Group 1.85% of portfolio	WDAY Workday Inc. 1.82% of portfolio	RUN Sunrun Inc. 1.81% of portfolio	UBER Uber Technologies Inc. 1.68% of portfolio	MDB MongoDB Inc. 1.57% of portfolio	CPAY Corpay Inc. 1.45% of portfolio	EDU New Oriental Education & Technology 1.40% of portfolio
2019 Q4	$18.1 B	JD JD.com Inc. 10.27% of portfolio	APO Apollo Global Management 9.92% of portfolio	MSFT Microsoft Corp. 9.47% of portfolio	META Meta Platforms Inc. 9.42% of portfolio	TDG TransDigm Group Inc. 6.38% of portfolio	AMZN Amazon.com Inc. 6.24% of portfolio	BABA Alibaba Group Holdings 4.11% of portfolio	UBER Uber Technologies Inc. 3.55% of portfolio	RNG RingCentral Inc. 3.07% of portfolio	SPOT Spotify Technology S.A. 2.87% of portfolio	NFLX Netflix Inc. 2.77% of portfolio	CPAY Corpay Inc. 2.74% of portfolio	CVNA Carvana Co. 2.50% of portfolio	RUN Sunrun Inc. 2.27% of portfolio	SE Sea Ltd 1.86% of portfolio	GDS GDS Holdings Ltd 1.63% of portfolio	TAL TAL Education Group 1.53% of portfolio	PYPL PayPal Holdings Inc. 1.46% of portfolio	ESTC Elastic NV 1.43% of portfolio	MDB MongoDB Inc. 1.39% of portfolio
2019 Q3	$18.9 B	MSFT Microsoft Corp. 11.25% of portfolio	META Meta Platforms Inc. 10.58% of portfolio	JD JD.com Inc. 7.90% of portfolio	APO Apollo Global Management 7.54% of portfolio	BABA Alibaba Group Holdings 6.89% of portfolio	AMZN Amazon.com Inc. 6.47% of portfolio	TDG TransDigm Group Inc. 5.70% of portfolio	STLA Stellantis N.V. 5.16% of portfolio	NFLX Netflix Inc. 3.04% of portfolio	CPAY Corpay Inc. 2.62% of portfolio	RUN Sunrun Inc. 2.54% of portfolio	SPOT Spotify Technology S.A. 2.45% of portfolio	SE Sea Ltd 2.23% of portfolio	RNG RingCentral Inc. 2.17% of portfolio	CRM Salesforce.com 1.89% of portfolio	CVNA Carvana Co. 1.72% of portfolio	TAL TAL Education Group 1.71% of portfolio	EDU New Oriental Education & Technology 1.38% of portfolio	GDS GDS Holdings Ltd 1.22% of portfolio	ZEN-OLD Zendesk Inc. 1.14% of portfolio
2019 Q2	$18.5 B	MSFT Microsoft Corp. 11.08% of portfolio	META Meta Platforms Inc. 9.38% of portfolio	JD JD.com Inc. 8.67% of portfolio	AMZN Amazon.com Inc. 7.22% of portfolio	STLA Stellantis N.V. 7.05% of portfolio	APO Apollo Global Management 6.99% of portfolio	TDG TransDigm Group Inc. 5.41% of portfolio	NFLX Netflix Inc. 4.27% of portfolio	BABA Alibaba Group Holdings 3.97% of portfolio	SPOT Spotify Technology S.A. 3.29% of portfolio	CPAY Corpay Inc. 2.63% of portfolio	SE Sea Ltd 2.45% of portfolio	RUN Sunrun Inc. 2.22% of portfolio	TAL TAL Education Group 1.94% of portfolio	CRM Salesforce.com 1.88% of portfolio	RNG RingCentral Inc. 1.87% of portfolio	UBER Uber Technologies Inc. 1.67% of portfolio	ZEN-OLD Zendesk Inc. 1.30% of portfolio	MELI Mercadolibre Inc. 1.29% of portfolio	EDU New Oriental Education & Technology 1.23% of portfolio
2019 Q1	$18.1 B	JD JD.com Inc. 9.63% of portfolio	MSFT Microsoft Corp. 8.65% of portfolio	META Meta Platforms Inc. 8.13% of portfolio	STLA Stellantis N.V. 7.24% of portfolio	AMZN Amazon.com Inc. 6.92% of portfolio	SPOT Spotify Technology S.A. 6.29% of portfolio	APO Apollo Global Management 5.87% of portfolio	TDG TransDigm Group Inc. 5.18% of portfolio	BABA Alibaba Group Holdings 4.36% of portfolio	NFLX Netflix Inc. 4.15% of portfolio	BKNG Booking Holdings Inc. 2.73% of portfolio	STNE StoneCo Ltd. 2.41% of portfolio	CPAY Corpay Inc. 2.35% of portfolio	CRM Salesforce.com 2.00% of portfolio	TAL TAL Education Group 1.88% of portfolio	MNTV-OLD Momentive Global Inc. 1.85% of portfolio	SE Sea Ltd 1.77% of portfolio	DPZ Dominos Pizza Inc. 1.75% of portfolio	EB Eventbrite Inc. 1.49% of portfolio	RUN Sunrun Inc. 1.44% of portfolio
2018 Q4	$15 B	SPOT Spotify Technology S.A. 9.68% of portfolio	MSFT Microsoft Corp. 8.91% of portfolio	JD JD.com Inc. 8.07% of portfolio	STLA Stellantis N.V. 7.80% of portfolio	AMZN Amazon.com Inc. 7.44% of portfolio	APO Apollo Global Management 6.15% of portfolio	BKNG Booking Holdings Inc. 5.18% of portfolio	META Meta Platforms Inc. 4.69% of portfolio	TDG TransDigm Group Inc. 4.68% of portfolio	BABA Alibaba Group Holdings 3.76% of portfolio	DPZ Dominos Pizza Inc. 3.09% of portfolio	EB Eventbrite Inc. 2.66% of portfolio	NFLX Netflix Inc. 2.63% of portfolio	MNTV-OLD Momentive Global Inc. 2.49% of portfolio	CPAY Corpay Inc. 2.22% of portfolio	CRM Salesforce.com 2.09% of portfolio	TAL TAL Education Group 1.70% of portfolio	ADBE Adobe Inc. 1.56% of portfolio	ZEN-OLD Zendesk Inc. 1.41% of portfolio	NOW ServiceNow Inc. 1.31% of portfolio

Period

Portfolio Value

Top 20 holdings history (left to right)

2023 Q4

$14.1 B

META

Meta Platforms Inc.
18.80% of portfolio

MSFT

Microsoft Corp.
14.30% of portfolio

APO

Apollo Global Management
8.15% of portfolio

TTWO

Take-Two Interactive Software
5.91% of portfolio

AMZN

Amazon.com Inc.
5.28% of portfolio

Sea Ltd
4.13% of portfolio

GOOGL

Alphabet Inc.
4.03% of portfolio

WDAY

Workday Inc.
3.89% of portfolio

LLY

Eli Lilly & Co.
3.69% of portfolio

NVDA

NVIDIA Corp.
3.41% of portfolio

NOW

ServiceNow Inc.
2.91% of portfolio

CPAY

Corpay Inc.
2.62% of portfolio

LRCX

Lam Research
2.25% of portfolio

TSM

Taiwan Semiconductor S.A.
2.25% of portfolio

JD.com Inc.
1.81% of portfolio

CRWD

CrowdStrike Holdings Inc.
1.64% of portfolio

DASH

DoorDash Inc.
1.55% of portfolio

AVGO

Broadcom Inc.
1.45% of portfolio

ESTC

Elastic NV
1.36% of portfolio

UBER

Uber Technologies Inc.
1.33% of portfolio

2023 Q3

$13.6 B

META

Meta Platforms Inc.
19.69% of portfolio

MSFT

Microsoft Corp.
14.27% of portfolio

APO

Apollo Global Management
8.13% of portfolio

TTWO

Take-Two Interactive Software
5.44% of portfolio

GOOGL

Alphabet Inc.
5.15% of portfolio

WDAY

Workday Inc.
4.47% of portfolio

Sea Ltd
3.79% of portfolio

AMZN

Amazon.com Inc.
3.69% of portfolio

LLY

Eli Lilly & Co.
3.64% of portfolio

NVDA

NVIDIA Corp.
3.56% of portfolio

NOW

ServiceNow Inc.
2.45% of portfolio

JD.com Inc.
2.12% of portfolio

INTU

Intuit Inc.
1.91% of portfolio

UBER

Uber Technologies Inc.
1.74% of portfolio

LRCX

Lam Research
1.71% of portfolio

CPAY

Corpay Inc.
1.48% of portfolio

GRAB

Grab Holdings Ltd Cl A
1.34% of portfolio

TSM

Taiwan Semiconductor S.A.
1.32% of portfolio

CFLT

Confluent Inc.
1.13% of portfolio

CRWD

CrowdStrike Holdings Inc.
1.11% of portfolio

2023 Q2

$12 B

META

Meta Platforms Inc.
20.54% of portfolio

MSFT

Microsoft Corp.
16.13% of portfolio

APO

Apollo Global Management
7.92% of portfolio

JD.com Inc.
6.01% of portfolio

TTWO

Take-Two Interactive Software
5.87% of portfolio

INTU

Intuit Inc.
4.07% of portfolio

AMZN

Amazon.com Inc.
4.03% of portfolio

GOOGL

Alphabet Inc.
3.81% of portfolio

WDAY

Workday Inc.
3.77% of portfolio

NOW

ServiceNow Inc.
2.91% of portfolio

LLY

Eli Lilly & Co.
2.84% of portfolio

NVDA

NVIDIA Corp.
2.22% of portfolio

LRCX

Lam Research
1.83% of portfolio

CPAY

Corpay Inc.
1.65% of portfolio

Sea Ltd
1.64% of portfolio

TSM

Taiwan Semiconductor S.A.
1.58% of portfolio

ZoomInfo Technologies Inc.
1.43% of portfolio

Nu Holdings Ltd
1.34% of portfolio

UBER

Uber Technologies Inc.
1.28% of portfolio

SNOW

Snowflake Inc.
1.17% of portfolio

2023 Q1

$11 B

MSFT

Microsoft Corp.
15.55% of portfolio

META

Meta Platforms Inc.
14.37% of portfolio

JD.com Inc.
9.61% of portfolio

AMZN

Amazon.com Inc.
9.10% of portfolio

GOOGL

Alphabet Inc.
7.89% of portfolio

WDAY

Workday Inc.
4.73% of portfolio

NOW

ServiceNow Inc.
3.42% of portfolio

Sea Ltd
2.65% of portfolio

TTWO

Take-Two Interactive Software
2.60% of portfolio

SNOW

Snowflake Inc.
2.60% of portfolio

Mastercard Inc.
2.39% of portfolio

INTU

Intuit Inc.
1.82% of portfolio

DDOG

DATADOG Inc.
1.75% of portfolio

ZoomInfo Technologies Inc.
1.68% of portfolio

APO

Apollo Global Management
1.50% of portfolio

Kanzhun Ltd
1.48% of portfolio

TSM

Taiwan Semiconductor S.A.
1.34% of portfolio

AAPL

Apple Inc.
1.28% of portfolio

CFLT

Confluent Inc.
1.26% of portfolio

CRWD

CrowdStrike Holdings Inc.
1.12% of portfolio

2022 Q4

$8.16 B

MSFT

Microsoft Corp.
15.45% of portfolio

JD.com Inc.
15.00% of portfolio

META

Meta Platforms Inc.
11.71% of portfolio

AMZN

Amazon.com Inc.
8.84% of portfolio

WDAY

Workday Inc.
5.67% of portfolio

SNOW

Snowflake Inc.
4.49% of portfolio

GOOGL

Alphabet Inc.
4.03% of portfolio

NOW

ServiceNow Inc.
3.85% of portfolio

Kanzhun Ltd
3.46% of portfolio

Mastercard Inc.
3.08% of portfolio

ZoomInfo Technologies Inc.
2.30% of portfolio

Sea Ltd
2.27% of portfolio

Block Inc.
1.45% of portfolio

DLO

DLocal Ltd
1.36% of portfolio

Nu Holdings Ltd
1.26% of portfolio

HUBS

HubSpot Inc.
1.19% of portfolio

CRWD

CrowdStrike Holdings Inc.
1.16% of portfolio

PGY

Pagaya Technologies Ltd A
0.96% of portfolio

TTWO

Take-Two Interactive Software
0.91% of portfolio

DDOG

DATADOG Inc.
0.87% of portfolio

2022 Q3

$10.9 B

JD.com Inc.
13.79% of portfolio

MSFT

Microsoft Corp.
12.84% of portfolio

NOW

ServiceNow Inc.
5.87% of portfolio

META

Meta Platforms Inc.
5.59% of portfolio

Sea Ltd
4.92% of portfolio

GOOGL

Alphabet Inc.
4.81% of portfolio

DDOG

DATADOG Inc.
4.71% of portfolio

WDAY

Workday Inc.
4.43% of portfolio

SNOW

Snowflake Inc.
4.06% of portfolio

Li Auto Inc.
3.64% of portfolio

TEAM

Atlassian Corp.
3.33% of portfolio

AMZN

Amazon.com Inc.
2.78% of portfolio

Kanzhun Ltd
2.76% of portfolio

UBER

Uber Technologies Inc.
2.41% of portfolio

Block Inc.
1.92% of portfolio

Mastercard Inc.
1.89% of portfolio

Nu Holdings Ltd
1.87% of portfolio

DASH

DoorDash Inc.
1.66% of portfolio

TOST

Toast Inc.
1.52% of portfolio

HUBS

HubSpot Inc.
1.47% of portfolio

2022 Q2

$11.9 B

JD.com Inc.
16.44% of portfolio

MSFT

Microsoft Corp.
11.11% of portfolio

CRWD

CrowdStrike Holdings Inc.
9.26% of portfolio

Nu Holdings Ltd
6.37% of portfolio

META

Meta Platforms Inc.
6.07% of portfolio

Sea Ltd
4.60% of portfolio

NOW

ServiceNow Inc.
4.45% of portfolio

Li Auto Inc.
4.11% of portfolio

Kanzhun Ltd
2.57% of portfolio

SNOW

Snowflake Inc.
2.48% of portfolio

TEAM

Atlassian Corp.
2.39% of portfolio

AMZN

Amazon.com Inc.
2.33% of portfolio

GOOGL

Alphabet Inc.
2.02% of portfolio

SentinelOne Inc.
1.96% of portfolio

Mastercard Inc.
1.91% of portfolio

DASH

DoorDash Inc.
1.65% of portfolio

TOST

Toast Inc.
1.59% of portfolio

WDAY

Workday Inc.
1.58% of portfolio

DDOG

DATADOG Inc.
1.45% of portfolio

RNG

RingCentral Inc.
1.40% of portfolio

2022 Q1

$26.6 B

JD.com Inc.
10.59% of portfolio

MSFT

Microsoft Corp.
8.46% of portfolio

CRWD

CrowdStrike Holdings Inc.
7.51% of portfolio

Nu Holdings Ltd
7.38% of portfolio

Sea Ltd
6.08% of portfolio

SNOW

Snowflake Inc.
5.88% of portfolio

NOW

ServiceNow Inc.
5.11% of portfolio

CVNA

Carvana Co.
3.82% of portfolio

DASH

DoorDash Inc.
3.61% of portfolio

META

Meta Platforms Inc.
3.26% of portfolio

WDAY

Workday Inc.
2.68% of portfolio

SHOP

Shopify Inc.
2.32% of portfolio

RNG

RingCentral Inc.
2.18% of portfolio

TEAM

Atlassian Corp.
1.93% of portfolio

Li Auto Inc.
1.92% of portfolio

AMZN

Amazon.com Inc.
1.81% of portfolio

XPEV

XPeng Inc.
1.42% of portfolio

Block Inc.
1.39% of portfolio

DOCU

DocuSign Inc.
1.36% of portfolio

DDOG

DATADOG Inc.
1.27% of portfolio

2021 Q4

$45.9 B

JD.com Inc.
8.20% of portfolio

MSFT

Microsoft Corp.
6.21% of portfolio

Sea Ltd
5.55% of portfolio

Nu Holdings Ltd
5.43% of portfolio

SNOW

Snowflake Inc.
4.44% of portfolio

DASH

DoorDash Inc.
3.77% of portfolio

META

Meta Platforms Inc.
3.70% of portfolio

CVNA

Carvana Co.
3.66% of portfolio

CRWD

CrowdStrike Holdings Inc.
3.36% of portfolio

NOW

ServiceNow Inc.
3.12% of portfolio

AMZN

Amazon.com Inc.
2.56% of portfolio

WDAY

Workday Inc.
2.51% of portfolio

Zoom Video Communications Inc.
2.45% of portfolio

SHOP

Shopify Inc.
2.42% of portfolio

DOCU

DocuSign Inc.
2.30% of portfolio

DDOG

DATADOG Inc.
2.06% of portfolio

TEAM

Atlassian Corp.
2.05% of portfolio

RNG

RingCentral Inc.
2.02% of portfolio

PDD

Pinduoduo Inc.
2.00% of portfolio

UBER

Uber Technologies Inc.
1.65% of portfolio

2021 Q3

$52.1 B

MSFT

Microsoft Corp.
7.11% of portfolio

JD.com Inc.
7.10% of portfolio

Sea Ltd
6.38% of portfolio

DASH

DoorDash Inc.
4.37% of portfolio

DOCU

DocuSign Inc.
3.61% of portfolio

AMZN

Amazon.com Inc.
3.58% of portfolio

CVNA

Carvana Co.
3.56% of portfolio

CRWD

CrowdStrike Holdings Inc.
3.56% of portfolio

META

Meta Platforms Inc.
3.29% of portfolio

SNOW

Snowflake Inc.
3.00% of portfolio

APO

Apollo Global Management
2.65% of portfolio

NOW

ServiceNow Inc.
2.64% of portfolio

RBLX

Roblox Corp.
2.53% of portfolio

PDD

Pinduoduo Inc.
2.45% of portfolio

Zoom Video Communications Inc.
2.39% of portfolio

SHOP

Shopify Inc.
2.30% of portfolio

TDG

TransDigm Group Inc.
2.11% of portfolio

WDAY

Workday Inc.
2.03% of portfolio

TEAM

Atlassian Corp.
1.85% of portfolio

UBER

Uber Technologies Inc.
1.79% of portfolio

2021 Q2

$53.8 B

JD.com Inc.
7.66% of portfolio

MSFT

Microsoft Corp.
6.62% of portfolio

Sea Ltd
5.18% of portfolio

RBLX

Roblox Corp.
4.58% of portfolio

DOCU

DocuSign Inc.
3.79% of portfolio

AMZN

Amazon.com Inc.
3.63% of portfolio

DASH

DoorDash Inc.
3.62% of portfolio

APO

Apollo Global Management
3.59% of portfolio

CVNA

Carvana Co.
3.57% of portfolio

CRWD

CrowdStrike Holdings Inc.
3.52% of portfolio

PDD

Pinduoduo Inc.
3.32% of portfolio

META

Meta Platforms Inc.
3.27% of portfolio

Zoom Video Communications Inc.
3.08% of portfolio

SHOP

Shopify Inc.
2.37% of portfolio

NOW

ServiceNow Inc.
2.26% of portfolio

RNG

RingCentral Inc.
2.13% of portfolio

TDG

TransDigm Group Inc.
2.12% of portfolio

PTON

Peloton Interactive Inc.
2.04% of portfolio

UBER

Uber Technologies Inc.
1.93% of portfolio

SNOW

Snowflake Inc.
1.88% of portfolio

2021 Q1

$43.5 B

JD.com Inc.
10.02% of portfolio

MSFT

Microsoft Corp.
7.44% of portfolio

RBLX

Roblox Corp.
6.03% of portfolio

Sea Ltd
4.88% of portfolio

AMZN

Amazon.com Inc.
4.36% of portfolio

PDD

Pinduoduo Inc.
4.33% of portfolio

APO

Apollo Global Management
3.78% of portfolio

META

Meta Platforms Inc.
3.77% of portfolio

CVNA

Carvana Co.
3.63% of portfolio

CRWD

CrowdStrike Holdings Inc.
3.16% of portfolio

UBER

Uber Technologies Inc.
2.61% of portfolio

NOW

ServiceNow Inc.
2.48% of portfolio

DOCU

DocuSign Inc.
2.40% of portfolio

TDG

TransDigm Group Inc.
2.38% of portfolio

WDAY

Workday Inc.
2.36% of portfolio

BABA

Alibaba Group Holdings
2.34% of portfolio

RNG

RingCentral Inc.
2.28% of portfolio

PTON

Peloton Interactive Inc.
2.03% of portfolio

SPOT

Spotify Technology S.A.
1.96% of portfolio

Zoom Video Communications Inc.
1.81% of portfolio

2020 Q4

$39 B

JD.com Inc.
11.63% of portfolio

MSFT

Microsoft Corp.
6.78% of portfolio

PDD

Pinduoduo Inc.
6.40% of portfolio

AMZN

Amazon.com Inc.
5.12% of portfolio

Sea Ltd
4.71% of portfolio

META

Meta Platforms Inc.
4.43% of portfolio

APO

Apollo Global Management
4.26% of portfolio

CRWD

CrowdStrike Holdings Inc.
4.09% of portfolio

CVNA

Carvana Co.
3.69% of portfolio

UBER

Uber Technologies Inc.
3.62% of portfolio

RNG

RingCentral Inc.
3.23% of portfolio

PTON

Peloton Interactive Inc.
3.05% of portfolio

TDG

TransDigm Group Inc.
2.79% of portfolio

BABA

Alibaba Group Holdings
2.67% of portfolio

SPOT

Spotify Technology S.A.
2.57% of portfolio

WDAY

Workday Inc.
2.53% of portfolio

NOW

ServiceNow Inc.
2.32% of portfolio

ESTC

Elastic NV
1.51% of portfolio

TEAM

Atlassian Corp.
1.48% of portfolio

NFLX

Netflix Inc.
1.46% of portfolio

2020 Q3

$35.5 B

JD.com Inc.
11.28% of portfolio

MSFT

Microsoft Corp.
6.76% of portfolio

RUN

Sunrun Inc.
6.46% of portfolio

META

Meta Platforms Inc.
6.45% of portfolio

AMZN

Amazon.com Inc.
5.36% of portfolio

APO

Apollo Global Management
4.27% of portfolio

CVNA

Carvana Co.
3.77% of portfolio

BABA

Alibaba Group Holdings
3.70% of portfolio

Sea Ltd
3.62% of portfolio

PDD

Pinduoduo Inc.
2.97% of portfolio

CRWD

CrowdStrike Holdings Inc.
2.91% of portfolio

RNG

RingCentral Inc.
2.57% of portfolio

Zoom Video Communications Inc.
2.41% of portfolio

TDG

TransDigm Group Inc.
2.35% of portfolio

WDAY

Workday Inc.
2.24% of portfolio

NFLX

Netflix Inc.
2.18% of portfolio

SPOT

Spotify Technology S.A.
2.17% of portfolio

PTON

Peloton Interactive Inc.
2.17% of portfolio

NOW

ServiceNow Inc.
2.03% of portfolio

CRM

Salesforce.com
1.62% of portfolio

2020 Q2

$25.8 B

JD.com Inc.
12.05% of portfolio

MSFT

Microsoft Corp.
8.69% of portfolio

META

Meta Platforms Inc.
7.70% of portfolio

APO

Apollo Global Management
6.56% of portfolio

AMZN

Amazon.com Inc.
6.34% of portfolio

BABA

Alibaba Group Holdings
3.76% of portfolio

RNG

RingCentral Inc.
3.68% of portfolio

Sea Ltd
3.48% of portfolio

SPOT

Spotify Technology S.A.
3.19% of portfolio

TDG

TransDigm Group Inc.
3.01% of portfolio

CVNA

Carvana Co.
2.80% of portfolio

NFLX

Netflix Inc.
2.74% of portfolio

RUN

Sunrun Inc.
2.28% of portfolio

WDAY

Workday Inc.
2.19% of portfolio

PDD

Pinduoduo Inc.
2.03% of portfolio

CRWD

CrowdStrike Holdings Inc.
1.96% of portfolio

GDS

GDS Holdings Ltd
1.77% of portfolio

CRM

Salesforce.com
1.69% of portfolio

MDB

MongoDB Inc.
1.68% of portfolio

TWLO

Twilio Inc.
1.62% of portfolio

2020 Q1

$16.6 B

JD.com Inc.
12.35% of portfolio

MSFT

Microsoft Corp.
10.25% of portfolio

META

Meta Platforms Inc.
8.79% of portfolio

APO

Apollo Global Management
6.84% of portfolio

AMZN

Amazon.com Inc.
6.48% of portfolio

BABA

Alibaba Group Holdings
5.26% of portfolio

RNG

RingCentral Inc.
4.24% of portfolio

NFLX

Netflix Inc.
3.51% of portfolio

TDG

TransDigm Group Inc.
3.39% of portfolio

Sea Ltd
2.23% of portfolio

GDS

GDS Holdings Ltd
2.00% of portfolio

SPOT

Spotify Technology S.A.
2.00% of portfolio

CVNA

Carvana Co.
1.99% of portfolio

TAL

TAL Education Group
1.85% of portfolio

WDAY

Workday Inc.
1.82% of portfolio

RUN

Sunrun Inc.
1.81% of portfolio

UBER

Uber Technologies Inc.
1.68% of portfolio

MDB

MongoDB Inc.
1.57% of portfolio

CPAY

Corpay Inc.
1.45% of portfolio

EDU

New Oriental Education & Technology
1.40% of portfolio

2019 Q4

$18.1 B

JD.com Inc.
10.27% of portfolio

APO

Apollo Global Management
9.92% of portfolio

MSFT

Microsoft Corp.
9.47% of portfolio

META

Meta Platforms Inc.
9.42% of portfolio

TDG

TransDigm Group Inc.
6.38% of portfolio

AMZN

Amazon.com Inc.
6.24% of portfolio

BABA

Alibaba Group Holdings
4.11% of portfolio

UBER

Uber Technologies Inc.
3.55% of portfolio

RNG

RingCentral Inc.
3.07% of portfolio

SPOT

Spotify Technology S.A.
2.87% of portfolio

NFLX

Netflix Inc.
2.77% of portfolio

CPAY

Corpay Inc.
2.74% of portfolio

CVNA

Carvana Co.
2.50% of portfolio

RUN

Sunrun Inc.
2.27% of portfolio

Sea Ltd
1.86% of portfolio

GDS

GDS Holdings Ltd
1.63% of portfolio

TAL

TAL Education Group
1.53% of portfolio

PYPL

PayPal Holdings Inc.
1.46% of portfolio

ESTC

Elastic NV
1.43% of portfolio

MDB

MongoDB Inc.
1.39% of portfolio

2019 Q3

$18.9 B

MSFT

Microsoft Corp.
11.25% of portfolio

META

Meta Platforms Inc.
10.58% of portfolio

JD.com Inc.
7.90% of portfolio

APO

Apollo Global Management
7.54% of portfolio

BABA

Alibaba Group Holdings
6.89% of portfolio

AMZN

Amazon.com Inc.
6.47% of portfolio

TDG

TransDigm Group Inc.
5.70% of portfolio

STLA

Stellantis N.V.
5.16% of portfolio

NFLX

Netflix Inc.
3.04% of portfolio

CPAY

Corpay Inc.
2.62% of portfolio

RUN

Sunrun Inc.
2.54% of portfolio

SPOT

Spotify Technology S.A.
2.45% of portfolio

Sea Ltd
2.23% of portfolio

RNG

RingCentral Inc.
2.17% of portfolio

CRM

Salesforce.com
1.89% of portfolio

CVNA

Carvana Co.
1.72% of portfolio

TAL

TAL Education Group
1.71% of portfolio

EDU

New Oriental Education & Technology
1.38% of portfolio

GDS

GDS Holdings Ltd
1.22% of portfolio

ZEN-OLD

Zendesk Inc.
1.14% of portfolio

2019 Q2

$18.5 B

MSFT

Microsoft Corp.
11.08% of portfolio

META

Meta Platforms Inc.
9.38% of portfolio

JD.com Inc.
8.67% of portfolio

AMZN

Amazon.com Inc.
7.22% of portfolio

STLA

Stellantis N.V.
7.05% of portfolio

APO

Apollo Global Management
6.99% of portfolio

TDG

TransDigm Group Inc.
5.41% of portfolio

NFLX

Netflix Inc.
4.27% of portfolio

BABA

Alibaba Group Holdings
3.97% of portfolio

SPOT

Spotify Technology S.A.
3.29% of portfolio

CPAY

Corpay Inc.
2.63% of portfolio

Sea Ltd
2.45% of portfolio

RUN

Sunrun Inc.
2.22% of portfolio

TAL

TAL Education Group
1.94% of portfolio

CRM

Salesforce.com
1.88% of portfolio

RNG

RingCentral Inc.
1.87% of portfolio

UBER

Uber Technologies Inc.
1.67% of portfolio

ZEN-OLD

Zendesk Inc.
1.30% of portfolio

MELI

Mercadolibre Inc.
1.29% of portfolio

EDU

New Oriental Education & Technology
1.23% of portfolio

2019 Q1

$18.1 B

JD.com Inc.
9.63% of portfolio

MSFT

Microsoft Corp.
8.65% of portfolio

META

Meta Platforms Inc.
8.13% of portfolio

STLA

Stellantis N.V.
7.24% of portfolio

AMZN

Amazon.com Inc.
6.92% of portfolio

SPOT

Spotify Technology S.A.
6.29% of portfolio

APO

Apollo Global Management
5.87% of portfolio

TDG

TransDigm Group Inc.
5.18% of portfolio

BABA

Alibaba Group Holdings
4.36% of portfolio

NFLX

Netflix Inc.
4.15% of portfolio

BKNG

Booking Holdings Inc.
2.73% of portfolio

STNE

StoneCo Ltd.
2.41% of portfolio

CPAY

Corpay Inc.
2.35% of portfolio

CRM

Salesforce.com
2.00% of portfolio

TAL

TAL Education Group
1.88% of portfolio

MNTV-OLD

Momentive Global Inc.
1.85% of portfolio

Sea Ltd
1.77% of portfolio

DPZ

Dominos Pizza Inc.
1.75% of portfolio

Eventbrite Inc.
1.49% of portfolio

RUN

Sunrun Inc.
1.44% of portfolio

2018 Q4

$15 B

SPOT

Spotify Technology S.A.
9.68% of portfolio

MSFT

Microsoft Corp.
8.91% of portfolio

JD.com Inc.
8.07% of portfolio

STLA

Stellantis N.V.
7.80% of portfolio

AMZN

Amazon.com Inc.
7.44% of portfolio

APO

Apollo Global Management
6.15% of portfolio

BKNG

Booking Holdings Inc.
5.18% of portfolio

META

Meta Platforms Inc.
4.69% of portfolio

TDG

TransDigm Group Inc.
4.68% of portfolio

BABA

Alibaba Group Holdings
3.76% of portfolio

DPZ

Dominos Pizza Inc.
3.09% of portfolio

Eventbrite Inc.
2.66% of portfolio

NFLX

Netflix Inc.
2.63% of portfolio

MNTV-OLD

Momentive Global Inc.
2.49% of portfolio

CPAY

Corpay Inc.
2.22% of portfolio

CRM

Salesforce.com
2.09% of portfolio

TAL

TAL Education Group
1.70% of portfolio

ADBE

Adobe Inc.
1.56% of portfolio

ZEN-OLD

Zendesk Inc.
1.41% of portfolio

NOW

ServiceNow Inc.
1.31% of portfolio