April 8, 2026
Announcement
| AIRBNB INC |
| AKAMAI TECHNOLOGIES INC |
| ALPHABET INC C-SHARES |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| ARISTA NETWORKS INC |
| ATLASSIAN CORPORATION PLC |
| BLOCK INC |
| BOOKING HOLDINGS INC |
| BOX INC |
| CARGURUS INC |
| CHIME FINANCIAL INC |
| CIRCLE INTERNET GROUP INC |
| CLOUDFLARE INC - CLASS A |
| COINBASE GLOBAL INC -CLASS A |
| COPART INC |
| COREWEAVE INC |
| COSTAR GROUP INC |
| DATADOG INC |
| DOORDASH INC |
| DOXIMITY INC-CLASS A |
| DROPBOX INC |
| DUOLINGO INC |
| DYNATRACE INC |
| EBAY INC |
| ETSY INC |
| EXPEDIA GROUP INC |
| FIGMA INC |
| GITLAB INC-CL A |
| GODADDY INC |
| HUBSPOT INC |
| IAC INC |
| INTERACTIVE BROKERS GROUP INC |
| MARKETAXESS HOLDINGS INC |
| MATCH GROUP INC |
| META PLATFORMS INC |
| NETFLIX INC |
| ORACLE CORP |
| PAYCOM SOFTWARE INC |
| PAYLOCITY HOLDING CORP |
| PAYPAL HOLDINGS INC. |
| PINTEREST INC |
| REDDIT INC |
| REMITLY GLOBAL INC |
| RINGCENTRAL INC |
| ROBINHOOD MARKETS INC - A |
| SALESFORCE INC |
| SERVICENOW INC |
| SNAP INC |
| TRADEWEB MARKETS INC |
| TWILIO INC |
| VEEVA SYSTEMS INC |
| VERISIGN INC |
| WAYFAIR INC |
| WAYSTAR HOLDING CORP |
| WILLIAMS-SONOMA INC |
| WORKDAY INC |
| ZETA GLOBAL HOLDINGS CORP-A |
| ZILLOW GROUP INC - C CLASS |
| ZOOM VIDEO COMMUNICATIONS INC |
| ZSCALER INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.