November 13, 2026
Announcement
| AIRBNB INC |
| ALPHABET INC C-SHARES |
| BOOKING HOLDINGS INC |
| CARGURUS INC |
| CHEWY INC - CLASS A |
| CLOUDFLARE INC - CLASS A |
| COREWEAVE INC |
| DIGITALOCEAN HOLDINGS INC |
| DOORDASH INC |
| DROPBOX INC |
| DUOLINGO INC |
| EXPEDIA GROUP INC |
| FACTSET RESEARCH SYSTEMS INC |
| GARTNER INC |
| GODADDY INC |
| MATCH GROUP INC |
| META PLATFORMS INC |
| MOBILITY GLOBAL |
| MORNINGSTAR INC |
| MSCI INC |
| NETFLIX INC |
| ORACLE CORP |
| PEOPLE INCOR ORD |
| PINTEREST INC |
| REDDIT INC |
| S&P GLOBAL INC |
| SEZZLE ORD |
| SHARONAI HOLDINGS INC |
| SNAP INC |
| VERISIGN INC |
| XOMETRY INC-A |
| ZILLOW GROUP INC - C CLASS |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.