Tiger Global Management

Chase Coleman

$32.4B Portfolio Value

56 Stocks

-13.08% YTD Return ⓘ

Nov 14, 2025 Last Updated

Portfolio Value Over Time

Period:

Stock Click to search	Shares	Value	% of Portfolio	Change	Est. Return ⓘ
MSFT\|MICROSOFT CORP	6.6M	$3.4B	10.49%	—	—
SE\|SEA LTD	16.0M	$2.9B	8.86%	—	+109.95%
GOOGL\|ALPHABET INC	10.6M	$2.6B	7.99%	—	+173.89%
AMZN\|AMAZON COM INC	11.0M	$2.4B	7.49%	ADD +3.4%	—
NVDA\|NVIDIA CORPORATION	11.7M	$2.2B	6.75%	—	+100.04%
META\|META PLATFORMS INC	2.8M	$2.1B	6.40%	TRIM -62.6%	—
TTWO\|TAKE-TWO INTERACTIVE SOFTWAR	5.8M	$1.5B	4.66%	—	+93.09%
APP\|APPLOVIN CORP	2.0M	$1.4B	4.45%	—	+67.50%
TSM\|TAIWAN SEMICONDUCTOR MFG LTD	4.6M	$1.3B	3.95%	—	+175.77%
RDDT\|REDDIT INC	4.7M	$1.1B	3.32%	TRIM -24.0%	+87.23%
AVGO\|BROADCOM INC	2.9M	$953.3M	2.95%	ADD +6.9%	+90.75%
FLUT\|FLUTTER ENTMT PLC	3.7M	$929.2M	2.87%	ADD +5.9%	-11.44%
SPOT\|SPOTIFY TECHNOLOGY S A	1.3M	$880.5M	2.72%	—	+180.60%
APO\|APOLLO GLOBAL MGMT INC	6.2M	$827.5M	2.56%	—	+121.15%
VEEV\|VEEVA SYS INC	2.4M	$721.1M	2.23%	—	-3.35%
GEV\|GE VERNOVA INC	1.2M	$710.0M	2.19%	ADD +5.2%	+84.41%
LRCX\|LAM RESEARCH CORP	5.3M	$704.4M	2.18%	—	+190.48%
GRAB\|GRAB HOLDINGS LIMITED	92.9M	$559.4M	1.73%	—	+31.02%
CPAY\|CORPAY INC	1.8M	$510.2M	1.58%	ADD +17.9%	+8.68%
CPNG\|COUPANG INC	15.8M	$510.0M	1.58%	ADD +16.6%	-14.31%
ZS\|ZSCALER INC	1.7M	$504.4M	1.56%	—	+9.25%
ZG\|ZILLOW GROUP INC	5.0M	$388.7M	1.20%	TRIM -19.0%	-6.54%
XYZ\|BLOCK INC	4.4M	$319.7M	0.99%	ADD +12.1%	-32.89%
FWONA\|LIBERTY MEDIA CORP DEL	2.7M	$280.1M	0.87%	—	+33.20%
NOW\|SERVICENOW INC	300.0K	$276.1M	0.85%	—	—
CSGP\|COSTAR GROUP INC	3.2M	$273.8M	0.85%	—	-15.74%
CHYM\|CHIME FINL INC	12.5M	$251.5M	0.78%	—	-21.84%
NFLX\|NETFLIX INC	201.9K	$242.1M	0.75%	ADD NEW	-21.74%
WDAY\|WORKDAY INC	1.0M	$240.7M	0.74%	—	—
AMAT\|APPLIED MATLS INC	895.2K	$183.3M	0.57%	—	+75.89%
NU\|NU HLDGS LTD	11.0M	$176.6M	0.55%	—	+69.30%
BULL\|WEBULL CORP	11.7M	$173.4M	0.54%	—	-33.44%
PCOR\|PROCORE TECHNOLOGIES INC	2.3M	$170.6M	0.53%	—	-14.29%
UNH\|UNITEDHEALTH GROUP INC	438.8K	$151.5M	0.47%	—	-31.33%
ESTC\|ELASTIC N V	1.7M	$142.8M	0.44%	—	+12.57%
SHW\|SHERWIN WILLIAMS CO	329.2K	$114.0M	0.35%	TRIM -72.7%	-1.69%
MDB\|MONGODB INC	341.0K	$105.8M	0.33%	ADD NEW	+85.54%
ZG\|ZILLOW GROUP INC	783.0K	$58.3M	0.18%	TRIM -22.1%	-7.77%
RERE\|ATRENEW INC	9.8M	$45.2M	0.14%	—	-36.04%
HNGE\|HINGE HEALTH INC	552.0K	$27.1M	0.08%	—	+10.14%
CRCL\|CIRCLE INTERNET GROUP INC	125.0K	$16.6M	0.05%	—	-48.97%
UBER\|UBER TECHNOLOGIES INC	151.2K	$14.8M	0.05%	—	—
JD\|JD.COM INC	344.3K	$12.0M	0.04%	—	—
NTSK\|NETSKOPE INC	500.0K	$11.4M	0.04%	ADD NEW	-35.90%
PONY\|PONY AI INC	370.0K	$8.3M	0.03%	—	+22.36%
FIGR\|FIGURE TECHNOLOGY SOLUTIO	200.0K	$7.3M	0.02%	ADD NEW	+64.04%
DASH\|DOORDASH INC	25.3K	$6.9M	0.02%	—	+45.55%
KLAR\|KLARNA GROUP PLC	175.0K	$6.4M	0.02%	ADD NEW	-33.29%
BLSH\|BULLISH	100.0K	$6.4M	0.02%	ADD NEW	-39.77%
ETOR\|ETORO GROUP LTD	80.0K	$3.3M	0.01%	—	-51.38%
FIG\|FIGMA INC	60.0K	$3.1M	0.01%	ADD NEW	-54.63%
TFIN\|TRIUMPH FINANCIAL INC	43.7K	$2.2M	0.01%	—	+24.56%
GEMI\|GEMINI SPACE STA INC	70.0K	$1.7M	0.01%	ADD NEW	-57.31%
ARX\|ACCELERANT HOLDINGS	75.0K	$1.1M	0.00%	ADD NEW	-42.78%
VIA\|VIA TRANSN INC	15.0K	$721.2K	0.00%	ADD NEW	-52.35%
MNTN\|MNTN INC	20.0K	$371.0K	0.00%	—	-51.98%

13F Filing:

Stock Click to search	Action	Change	Shares After	Value	Est. Return ⓘ
2025-Q3
META\|META PLATFORMS INC	SELL	-62.58%	2.8M	$2.1B	—
AMZN\|AMAZON COM INC	BUY	+3.35%	11.0M	$2.4B	—
LLY\|ELI LILLY & CO	SELL	EXIT	—	—	+26.3%
RDDT\|REDDIT INC	SELL	-24.01%	4.7M	$1.1B	+77.2%
FLUT\|FLUTTER ENTMT PLC	BUY	+5.93%	3.7M	$929M	—
AVGO\|BROADCOM INC	BUY	+6.90%	2.9M	$953M	—
GEV\|GE VERNOVA INC	BUY	+5.17%	1.2M	$710M	—
CPAY\|CORPAY INC	BUY	+17.95%	1.8M	$510M	—
CPNG\|COUPANG INC	BUY	+16.58%	15.8M	$510M	—
ZG\|ZILLOW GROUP INC	SELL	-19.01%	5.0M	$389M	+8.0%
SHW\|SHERWIN WILLIAMS CO	SELL	-72.66%	329.2K	$114M	-2.9%
XYZ\|BLOCK INC	BUY	+12.14%	4.4M	$320M	—
CRWD\|CROWDSTRIKE HLDGS INC	SELL	EXIT	—	—	+341.8%
NFLX\|NETFLIX INC	BUY	NEW	201.9K	$242M	—
MDB\|MONGODB INC	BUY	NEW	341.0K	$106M	—
NVO\|NOVO-NORDISK A S	SELL	EXIT	—	—	-34.7%
ZG\|ZILLOW GROUP INC	SELL	-22.06%	783.0K	$58M	+7.3%
ZKH\|ZKH GROUP LTD	SELL	EXIT	—	—	-75.0%
NTSK\|NETSKOPE INC	BUY	NEW	500.0K	$11M	—
FIGR\|FIGURE TECHNOLOGY SOLUTIO	BUY	NEW	200.0K	$7M	—
KLAR\|KLARNA GROUP PLC	BUY	NEW	175.0K	$6M	—
BLSH\|BULLISH	BUY	NEW	100.0K	$6M	—
FIG\|FIGMA INC	BUY	NEW	60.0K	$3M	—
GEMI\|GEMINI SPACE STA INC	BUY	NEW	70.0K	$2M	—
ARX\|ACCELERANT HOLDINGS	BUY	NEW	75.0K	$1M	—
VIA\|VIA TRANSN INC	BUY	NEW	15.0K	$721200	—
2025-Q2
META\|META PLATFORMS INC	BUY	+0.92%	7.5M	$5.6B	—
MSFT\|MICROSOFT CORP	BUY	+4.98%	6.6M	$3.3B	—
AMZN\|AMAZON COM INC	BUY	+62.19%	10.7M	$2.3B	—
GOOGL\|ALPHABET INC	BUY	+3.13%	10.6M	$1.9B	—
NVDA\|NVIDIA CORPORATION	BUY	+6.77%	11.7M	$1.9B	—
LLY\|ELI LILLY & CO	BUY	+13.20%	1.5M	$1.2B	—
TSM\|TAIWAN SEMICONDUCTOR MFG LTD	BUY	+7.94%	4.6M	$1.0B	—
FLUT\|FLUTTER ENTMT PLC	BUY	+2.25%	3.5M	$987M	—
RDDT\|REDDIT INC	BUY	+89.22%	6.1M	$926M	—
AVGO\|BROADCOM INC	BUY	+19.01%	2.7M	$745M	—
APP\|APPLOVIN CORP	BUY	+20.07%	2.0M	$701M	—
GEV\|GE VERNOVA INC	BUY	+4.03%	1.1M	$581M	—
ZS\|ZSCALER INC	BUY	+0.25%	1.7M	$528M	—
PDD\|PDD HOLDINGS INC	SELL	EXIT	—	—	-11.7%
LRCX\|LAM RESEARCH CORP	BUY	+18.89%	5.3M	$512M	—
CPAY\|CORPAY INC	BUY	+20.36%	1.5M	$498M	—
NOW\|SERVICENOW INC	SELL	-48.25%	300.0K	$308M	—
WDAY\|WORKDAY INC	SELL	-46.82%	1.0M	$240M	+33.5%
ZG\|ZILLOW GROUP INC	BUY	+19.45%	6.2M	$436M	—
CHYM\|CHIME FINL INC	BUY	NEW	12.5M	$430M	—
CPNG\|COUPANG INC	BUY	+1.93%	13.6M	$407M	—
DASH\|DOORDASH INC	SELL	-98.85%	25.3K	$6M	+130.4%
CRWD\|CROWDSTRIKE HLDGS INC	SELL	-44.44%	500.0K	$255M	+330.6%
XYZ\|BLOCK INC	BUY	+109.27%	3.9M	$268M	—
BULL\|WEBULL CORP	BUY	NEW	11.7M	$140M	—
TTAN\|SERVICETITAN INC	SELL	EXIT	—	—	+9.5%
ZG\|ZILLOW GROUP INC	BUY	+11.30%	1.0M	$69M	—
RERE\|ATRENEW INC	SELL	-14.37%	9.8M	$33M	-71.8%
HNGE\|HINGE HEALTH INC	BUY	NEW	552.0K	$29M	—
ZKH\|ZKH GROUP LTD	SELL	-2.42%	8.0M	$25M	-74.9%
CRCL\|CIRCLE INTERNET GROUP INC	BUY	NEW	125.0K	$23M	—
ETOR\|ETORO GROUP LTD	BUY	NEW	80.0K	$5M	—
TFIN\|TRIUMPH FINANCIAL INC	BUY	NEW	43.7K	$2M	—
MNTN\|MNTN INC	BUY	NEW	20.0K	$437400	—
2025-Q1
MSFT\|MICROSOFT CORP	BUY	+16.78%	6.2M	$2.3B	—
APO\|APOLLO GLOBAL MGMT INC	SELL	-49.40%	6.2M	$850M	+142.0%
AMZN\|AMAZON COM INC	BUY	+2.70%	6.6M	$1.3B	—
NVDA\|NVIDIA CORPORATION	BUY	+13.26%	11.0M	$1.2B	—
LLY\|ELI LILLY & CO	BUY	+1.91%	1.3M	$1.1B	—
TSM\|TAIWAN SEMICONDUCTOR MFG LTD	BUY	+16.68%	4.2M	$704M	—
VEEV\|VEEVA SYS INC	BUY	+540.34%	2.4M	$561M	—
PDD\|PDD HOLDINGS INC	BUY	+67.98%	4.4M	$523M	—
APP\|APPLOVIN CORP	BUY	NEW	1.7M	$442M	—
AVGO\|BROADCOM INC	BUY	+23.08%	2.3M	$380M	—
SHW\|SHERWIN WILLIAMS CO	BUY	+19.90%	1.2M	$420M	—
ZG\|ZILLOW GROUP INC	BUY	NEW	5.2M	$358M	—
RDDT\|REDDIT INC	BUY	+60.00%	3.2M	$341M	—
ZS\|ZSCALER INC	BUY	+15.79%	1.7M	$333M	—
GEV\|GE VERNOVA INC	BUY	NEW	1.1M	$322M	—
LRCX\|LAM RESEARCH CORP	BUY	+11.80%	4.4M	$322M	—
CPNG\|COUPANG INC	BUY	+64.14%	13.3M	$292M	—
QCOM\|QUALCOMM INC	SELL	EXIT	—	—	-14.8%
UBER\|UBER TECHNOLOGIES INC	SELL	-94.18%	151.2K	$11M	+98.8%
DDOG\|DATADOG INC	SELL	EXIT	—	—	+76.7%
NU\|NU HLDGS LTD	BUY	+24.26%	11.0M	$113M	—
XYZ\|BLOCK INC	BUY	NEW	1.9M	$102M	—
TEAM1EUR\|ATLASSIAN CORPORATION	SELL	EXIT	—	—	—
OKLO\|OKLO INC	SELL	EXIT	—	—	+213.8%
ZG\|ZILLOW GROUP INC	BUY	NEW	902.6K	$60M	—
ARM\|ARM HOLDINGS PLC	SELL	EXIT	—	—	+161.4%
RBRK\|RUBRIK INC.	SELL	EXIT	—	—	+110.1%
SARO\|STANDARDAERO INC	SELL	EXIT	—	—	-6.5%
KVYO\|KLAVIYO INC	SELL	EXIT	—	—	+18.1%
DDL\|DINGDONG CAYMAN LTD	SELL	EXIT	—	—	-50.1%
2024-Q4
APO\|APOLLO GLOBAL MGMT INC	SELL	-0.10%	12.3M	$2.0B	+151.7%
UNH\|UNITEDHEALTH GROUP INC	SELL	-81.45%	438.8K	$222M	+15.8%
LLY\|ELI LILLY & CO	BUY	+35.08%	1.3M	$1.0B	—
SPOT\|SPOTIFY TECHNOLOGY S A	BUY	NEW	1.3M	$564M	—
SHW\|SHERWIN WILLIAMS CO	BUY	+90.28%	1.0M	$341M	—
RDDT\|REDDIT INC	BUY	+306.20%	2.0M	$332M	—
LRCX\|LAM RESEARCH CORP	SELL	EXIT	—	—	+34.8%
LRCX\|LAM RESEARCH CORP	BUY	NEW	4.0M	$286M	—
ZS\|ZSCALER INC	BUY	NEW	1.4M	$262M	—
PDD\|PDD HOLDINGS INC	BUY	NEW	2.6M	$255M	—
NU\|NU HLDGS LTD	SELL	-51.83%	8.9M	$92M	+37.5%
FWONA\|LIBERTY MEDIA CORP DEL	BUY	+9.16%	2.7M	$249M	—
CSGP\|COSTAR GROUP INC	BUY	NEW	3.2M	$232M	—
CPNG\|COUPANG INC	BUY	+307.21%	8.1M	$178M	—
TTAN\|SERVICETITAN INC	BUY	NEW	1.3M	$134M	—
GTM\|ZOOMINFO TECHNOLOGIES INC	SELL	EXIT	—	—	-56.1%
VEEV\|VEEVA SYS INC	BUY	NEW	378.0K	$79M	—
PONY\|PONY AI INC	BUY	NEW	370.0K	$5M	—
SARO\|STANDARDAERO INC	BUY	NEW	160.0K	$4M	—
TOST\|TOAST INC	SELL	EXIT	—	—	+26.1%
STNE\|STONECO LTD	SELL	EXIT	—	—	-51.7%
2024-Q3
UNH\|UNITEDHEALTH GROUP INC	BUY	+0.76%	2.4M	$1.4B	—
AMZN\|AMAZON COM INC	BUY	+1.49%	6.4M	$1.2B	—
TTWO\|TAKE-TWO INTERACTIVE SOFTWAR	BUY	+3.47%	5.8M	$898M	—
LLY\|ELI LILLY & CO	BUY	+4.28%	969.8K	$859M	—
FLUT\|FLUTTER ENTMT PLC	BUY	NEW	3.4M	$801M	—
TSM\|TAIWAN SEMICONDUCTOR MFG LTD	BUY	+18.37%	3.6M	$631M	—
CPAY\|CORPAY INC	BUY	+19.20%	1.2M	$390M	—
AVGO\|BROADCOM INC	BUY	+912.34%	1.8M	$318M	—
UBER\|UBER TECHNOLOGIES INC	SELL	-13.60%	2.6M	$195M	+94.9%
SHW\|SHERWIN WILLIAMS CO	BUY	NEW	527.8K	$201M	—
FWONA\|LIBERTY MEDIA CORP DEL	BUY	+3.93%	2.5M	$190M	—
DC4\|DEXCOM INC	SELL	EXIT	—	—	—
CPNG\|COUPANG INC	BUY	NEW	2.0M	$49M	—
JD\|JD.COM INC	SELL	-58.15%	344.3K	$14M	—
STNE\|STONECO LTD	SELL	-97.98%	13.8K	$155253	-42.1%
ALAB\|ASTERA LABS INC	SELL	EXIT	—	—	-40.9%
2024-Q2
NVDA\|NVIDIA CORPORATION	BUY	+900.00%	9.7M	$1.2B	—
UNH\|UNITEDHEALTH GROUP INC	BUY	NEW	2.3M	$1.2B	—
SE\|SEA LTD	BUY	+6.97%	16.0M	$1.1B	—
LLY\|ELI LILLY & CO	BUY	+4.49%	930.0K	$842M	—
TSM\|TAIWAN SEMICONDUCTOR MFG LTD	BUY	+0.85%	3.1M	$534M	—
CPAY\|CORPAY INC	SELL	-21.53%	1.0M	$279M	-0.4%
QCOM\|QUALCOMM INC	BUY	NEW	1.9M	$370M	—
GRAB\|GRAB HOLDINGS LIMITED	BUY	+39.10%	92.9M	$330M	—
AMAT\|APPLIED MATLS INC	BUY	NEW	895.2K	$211M	—
GTM\|ZOOMINFO TECHNOLOGIES INC	SELL	-19.22%	9.4M	$120M	-45.9%
JD\|JD.COM INC	SELL	-73.79%	822.7K	$21M	—
CART\|MAPLEBEAR INC	SELL	EXIT	—	—	+24.2%
ZKH\|ZKH GROUP LTD	BUY	NEW	8.2M	$32M	—
RBRK\|RUBRIK INC.	BUY	NEW	250.0K	$8M	—
FRSH\|FRESHWORKS INC	SELL	EXIT	—	—	-34.0%
2024-Q1
GOOGL\|ALPHABET INC	BUY	+154.10%	10.3M	$1.6B	—
AMZN\|AMAZON COM INC	BUY	+29.46%	6.3M	$1.1B	—
TTWO\|TAKE-TWO INTERACTIVE SOFTWAR	BUY	+9.45%	5.6M	$838M	—
SE\|SEA LTD	BUY	+4.72%	15.0M	$805M	—
WDAY\|WORKDAY INC	SELL	-5.10%	1.9M	$513M	+57.1%
CPAY\|CORPAY INC	BUY	NEW	1.3M	$411M	—
FLT1EUR\|FLEETCOR TECHNOLOGIES INC	SELL	EXIT	—	—	—
LRCX\|LAM RESEARCH CORP	SELL	-12.36%	353.2K	$343M	+62.2%
JD\|JD.COM INC	SELL	-64.35%	3.1M	$86M	—
UBER\|UBER TECHNOLOGIES INC	SELL	-1.31%	3.0M	$231M	+107.0%
NU\|NU HLDGS LTD	SELL	-10.53%	18.4M	$220M	+3.0%
GRAB\|GRAB HOLDINGS LIMITED	BUY	+30.21%	66.8M	$210M	—
PCOR\|PROCORE TECHNOLOGIES INC	BUY	+46.17%	2.3M	$192M	—
GTM\|ZOOMINFO TECHNOLOGIES INC	BUY	+62.02%	11.6M	$186M	—
FWONA\|LIBERTY MEDIA CORP DEL	BUY	NEW	2.4M	$155M	—
PDD\|PDD HOLDINGS INC	SELL	EXIT	—	—	+52.6%
CART\|MAPLEBEAR INC	BUY	+905.32%	1.8M	$66M	—
RDDT\|REDDIT INC	BUY	NEW	500.0K	$25M	—
TOST\|TOAST INC	SELL	-92.83%	78.5K	$2M	-32.4%
FRSH\|FRESHWORKS INC	SELL	-72.95%	196.7K	$4M	+0.0%
ALAB\|ASTERA LABS INC	BUY	NEW	70.0K	$5M	—
2023-Q4
META\|META PLATFORMS INC	SELL	-16.08%	7.5M	$2.6B	—
MSFT\|MICROSOFT CORP	SELL	-12.84%	5.3M	$2.0B	—
TTWO\|TAKE-TWO INTERACTIVE SOFTWAR	SELL	-1.90%	5.2M	$830M	+26.6%
AMZN\|AMAZON COM INC	BUY	+24.08%	4.9M	$742M	—
GOOGL\|ALPHABET INC	SELL	-23.96%	4.1M	$567M	+26.0%
WDAY\|WORKDAY INC	SELL	-29.80%	2.0M	$547M	+27.3%
SE\|SEA LTD	BUY	+22.37%	14.3M	$580M	—
LLY\|ELI LILLY & CO	SELL	-3.17%	890.0K	$519M	+29.2%
NVDA\|NVIDIA CORPORATION	SELL	-12.86%	968.4K	$480M	+31.2%
NOW\|SERVICENOW INC	SELL	-2.49%	579.7K	$410M	—
FLT1EUR\|FLEETCOR TECHNOLOGIES INC	BUY	+66.19%	1.3M	$368M	—
TSM\|TAIWAN SEMICONDUCTOR MFG LTD	BUY	+47.69%	3.0M	$317M	—
LRCX\|LAM RESEARCH CORP	BUY	+8.90%	403.0K	$316M	—
JD\|JD.COM INC	SELL	-10.73%	8.8M	$254M	—
INTU\|INTUIT	SELL	EXIT	—	—	+33.8%
UBER\|UBER TECHNOLOGIES INC	SELL	-40.64%	3.0M	$188M	+47.0%
DASH\|DOORDASH INC	BUY	+79.13%	2.2M	$217M	—
AVGO\|BROADCOM INC	BUY	NEW	182.3K	$203M	—
ESTC\|ELASTIC N V	SELL	-1.13%	1.7M	$191M	+23.1%
NU\|NU HLDGS LTD	BUY	+1.16%	20.6M	$172M	—
CFLT\|CONFLUENT INC	SELL	EXIT	—	—	-7.0%
DC4\|DEXCOM INC	BUY	NEW	1.2M	$143M	—
PDD\|PDD HOLDINGS INC	SELL	-54.30%	625.3K	$91M	+32.0%
GTM\|ZOOMINFO TECHNOLOGIES INC	BUY	+6.07%	7.2M	$132M	—
HUBS\|HUBSPOT INC	SELL	EXIT	—	—	+30.2%
BABA\|ALIBABA GROUP HLDG LTD	SELL	EXIT	—	—	-12.1%
SNOW\|SNOWFLAKE INC	SELL	EXIT	—	—	-36.7%
PCOR\|PROCORE TECHNOLOGIES INC	BUY	+35.95%	1.6M	$111M	—
BZ\|KANZHUN LIMITED	SELL	EXIT	—	—	-39.8%
OKLO\|ALTC ACQUISITION CORP	SELL	-23.58%	3.1M	$32M	+4.9%
KKR\|KKR & CO INC	SELL	EXIT	—	—	+22.3%
TOST\|TOAST INC	SELL	-24.02%	1.1M	$20M	-43.1%
FRSH\|FRESHWORKS INC	SELL	-19.95%	727.0K	$17M	-9.7%
PGY\|PAGAYA TECHNOLOGIES LTD	SELL	EXIT	—	—	-88.0%
ODD\|ODDITY TECH LTD	SELL	EXIT	—	—	-24.4%
COIN\|COINBASE GLOBAL INC	SELL	EXIT	—	—	-62.5%
PTON\|PELOTON INTERACTIVE INC	SELL	EXIT	—	—	-88.3%
2023-Q3
META\|META PLATFORMS INC	BUY	+3.86%	8.9M	$2.7B	—
MSFT\|MICROSOFT CORP	BUY	+8.16%	6.1M	$1.9B	—
APO\|APOLLO GLOBAL MGMT INC	SELL	-0.45%	12.3M	$1.1B	+26.7%
TTWO\|TAKE-TWO INTERACTIVE SOFTWAR	BUY	+10.06%	5.3M	$738M	—
JD\|JD.COM INC	SELL	-53.21%	9.9M	$287M	—
GOOGL\|ALPHABET INC	BUY	+39.96%	5.3M	$698M	—
WDAY\|WORKDAY INC	BUY	+41.13%	2.8M	$606M	—
SE\|SEA LTD	BUY	+247.10%	11.7M	$514M	—
AMZN\|AMAZON COM INC	BUY	+6.49%	3.9M	$500M	—
LLY\|ELI LILLY & CO	BUY	+26.93%	919.1K	$494M	—
INTU\|INTUIT	SELL	-52.18%	508.0K	$260M	+20.6%
NVDA\|NVIDIA CORPORATION	BUY	+76.79%	1.1M	$483M	—
NOW\|SERVICENOW INC	SELL	-4.21%	594.5K	$332M	—
UBER\|UBER TECHNOLOGIES INC	BUY	+44.31%	5.1M	$236M	—
LRCX\|LAM RESEARCH CORP	BUY	+8.35%	370.0K	$232M	—
FLT1EUR\|FLEETCOR TECHNOLOGIES INC	SELL	-0.22%	784.5K	$200M	—
TSM\|TAIWAN SEMICONDUCTOR MFG LTD	BUY	+10.34%	2.1M	$179M	—
GRAB\|GRAB HOLDINGS LIMITED	BUY	+119.00%	51.3M	$182M	—
NU\|NU HLDGS LTD	BUY	+0.20%	20.4M	$148M	—
CFLT\|CONFLUENT INC	BUY	+71.89%	5.2M	$154M	—
ESTC\|ELASTIC N V	BUY	NEW	1.7M	$139M	—
PDD\|PDD HOLDINGS INC	BUY	NEW	1.4M	$134M	—
HUBS\|HUBSPOT INC	BUY	+229.37%	260.2K	$128M	—
BABA\|ALIBABA GROUP HLDG LTD	BUY	NEW	1.5M	$128M	—
NVO\|NOVO-NORDISK A S	BUY	+100.00%	1.3M	$115M	—
BZ\|KANZHUN LIMITED	SELL	-52.48%	3.3M	$50M	-41.4%
DASH\|DOORDASH INC	BUY	NEW	1.2M	$97M	—
PCOR\|PROCORE TECHNOLOGIES INC	BUY	NEW	1.2M	$77M	—
PGY\|PAGAYA TECHNOLOGIES LTD	SELL	-89.12%	3.6M	$6M	-82.2%
ARM\|ARM HOLDINGS PLC	BUY	NEW	300.0K	$16M	—
DLO\|DLOCAL LTD	SELL	EXIT	—	—	-36.7%
CART\|MAPLEBEAR INC	BUY	NEW	175.0K	$5M	—
ODD\|ODDITY TECH LTD	BUY	NEW	135.0K	$4M	—
KVYO\|KLAVIYO INC	BUY	NEW	35.0K	$1M	—
KPLT\|KATAPULT HOLDINGS INC	SELL	EXIT	—	—	-94.9%
2023-Q2
META\|META PLATFORMS INC	BUY	+14.86%	8.6M	$2.5B	—
MSFT\|MICROSOFT CORP	SELL	-4.43%	5.7M	$1.9B	—
JD\|JD.COM INC	SELL	-12.47%	21.1M	$719M	—
AMZN\|AMAZON COM INC	SELL	-61.85%	3.7M	$482M	—
APO\|APOLLO GLOBAL MGMT INC	BUY	+371.94%	12.3M	$948M	—
GOOGL\|ALPHABET INC	SELL	-54.42%	3.8M	$456M	+13.8%
TTWO\|TAKE-TWO INTERACTIVE SOFTWAR	BUY	+98.97%	4.8M	$703M	—
WDAY\|WORKDAY INC	SELL	-20.58%	2.0M	$452M	+11.9%
INTU\|INTUIT	BUY	+136.91%	1.1M	$487M	—
NOW\|SERVICENOW INC	SELL	-23.28%	620.6K	$349M	—
LLY\|LILLY ELI & CO	BUY	NEW	724.1K	$340M	—
SNOW\|SNOWFLAKE INC	SELL	-57.14%	794.6K	$140M	-35.1%
NVDA\|NVIDIA CORPORATION	BUY	NEW	628.6K	$266M	—
MA\|MASTERCARD INCORPORATED	SELL	EXIT	—	—	—
LRCX\|LAM RESEARCH CORP	BUY	+240.75%	341.5K	$220M	—
FLT1EUR\|FLEETCOR TECHNOLOGIES INC	BUY	+371.06%	786.2K	$197M	—
DDOG\|DATADOG INC	SELL	-62.93%	979.4K	$96M	+19.4%
TSM\|TAIWAN SEMICONDUCTOR MFG LTD	BUY	+17.63%	1.9M	$189M	—
GTM\|ZOOMINFO TECHNOLOGIES INC	SELL	-9.99%	6.7M	$171M	-21.5%
BZ\|KANZHUN LIMITED	SELL	-18.35%	7.0M	$105M	-33.8%
NU\|NU HLDGS LTD	SELL	-19.92%	20.3M	$160M	-37.8%
UBER\|UBER TECHNOLOGIES INC	BUY	+492.83%	3.6M	$154M	—
AAPL\|APPLE INC	SELL	EXIT	—	—	+15.0%
CFLT\|CONFLUENT INC	SELL	-47.48%	3.0M	$107M	+9.3%
XYZ\|BLOCK INC	SELL	EXIT	—	—	-46.5%
NVO\|NOVO-NORDISK A S	BUY	NEW	634.5K	$103M	—
DLO\|DLOCAL LTD	SELL	-90.78%	569.0K	$7M	-53.6%
HUBS\|HUBSPOT INC	SELL	-64.70%	79.0K	$42M	+52.5%
XP\|XP INC	SELL	EXIT	—	—	+14.2%
GRAB\|GRAB HOLDINGS LIMITED	BUY	+27.11%	23.4M	$80M	—
AMAT\|APPLIED MATLS INC	SELL	EXIT	—	—	+5.0%
PANW\|PALO ALTO NETWORKS INC	SELL	EXIT	—	—	+16.9%
MDB\|MONGODB INC	SELL	EXIT	—	—	+51.1%
PGY\|PAGAYA TECHNOLOGIES LTD	SELL	-24.89%	32.8M	$46M	-91.0%
OZON\|OZON HLDGS PLC	SELL	EXIT	—	—	—
V\|VISA INC	SELL	EXIT	—	—	—
FRSH\|FRESHWORKS INC	SELL	-62.03%	908.2K	$16M	-29.1%
TOST\|TOAST INC	SELL	-22.82%	1.4M	$33M	-30.6%
WEAV\|WEAVE COMMUNICATIONS INC	SELL	EXIT	—	—	-58.8%
MBLY\|MOBILEYE GLOBAL INC	SELL	EXIT	—	—	+36.5%
LW\|LAMB WESTON HLDGS INC	SELL	EXIT	—	—	+69.2%
COIN\|COINBASE GLOBAL INC	SELL	-72.67%	38.9K	$3M	-76.2%
HCP\|HASHICORP INC	SELL	EXIT	—	—	—
SHOP\|SHOPIFY INC	SELL	EXIT	—	—	—
ONTF\|ON24 INC	SELL	EXIT	—	—	-81.6%
S\|SENTINELONE INC	SELL	EXIT	—	—	—
KPLT\|KATAPULT HOLDINGS INC	SELL	-68.28%	360.0K	$324000	-95.2%
JOBY\|JOBY AVIATION INC	SELL	EXIT	—	—	-50.7%
2023-Q1
MSFT\|MICROSOFT CORP	BUY	+12.82%	5.9M	$1.7B	—
META\|META PLATFORMS INC	SELL	-6.14%	7.5M	$1.6B	—
JD\|JD.COM INC	BUY	+10.39%	24.1M	$1.1B	—
AMZN\|AMAZON COM INC	BUY	+12.74%	9.7M	$1.0B	—
GOOGL\|ALPHABET INC	BUY	+124.40%	8.4M	$868M	—
WDAY\|WORKDAY INC	SELL	-8.98%	2.5M	$520M	+5.2%
SNOW\|SNOWFLAKE INC	SELL	-27.44%	1.9M	$286M	-44.7%
SE\|SEA LTD	SELL	-5.28%	3.4M	$292M	-0.6%
TTWO\|TAKE-TWO INTERACTIVE SOFTWAR	BUY	+236.16%	2.4M	$286M	—
BZ\|KANZHUN LIMITED	SELL	-38.49%	8.5M	$162M	-13.4%
INTU\|INTUIT	BUY	NEW	448.4K	$200M	—
DDOG\|DATADOG INC	BUY	+173.53%	2.6M	$192M	—
GTM\|ZOOMINFO TECHNOLOGIES INC	BUY	+20.05%	7.5M	$185M	—
APO\|APOLLO GLOBAL MGMT INC	BUY	+316.41%	2.6M	$165M	—
TSM\|TAIWAN SEMICONDUCTOR MFG LTD	BUY	NEW	1.6M	$148M	—
AAPL\|APPLE INC	BUY	NEW	851.0K	$140M	—
CFLT\|CONFLUENT INC	BUY	+84.37%	5.8M	$138M	—
NU\|NU HLDGS LTD	BUY	+0.16%	25.4M	$121M	—
XYZ\|BLOCK INC	SELL	-12.47%	1.6M	$113M	-36.1%
DLO\|DLOCAL LTD	SELL	-13.65%	6.2M	$100M	-46.2%
HUBS\|HUBSPOT INC	SELL	-33.41%	223.8K	$96M	+18.7%
XP\|XP INC	BUY	NEW	7.3M	$87M	—
PGY\|PAGAYA TECHNOLOGIES LTD	SELL	-30.75%	43.6M	$45M	-90.4%
OZON\|OZON HLDGS PLC	SELL	-41.37%	3.5M	$41M	—
MTCH\|MATCH GROUP INC NEW	SELL	EXIT	—	—	-2.0%
S\|SENTINELONE INC	SELL	-99.08%	36.6K	$599332	—
LRCX\|LAM RESEARCH CORP	BUY	NEW	100.2K	$53M	—
AMAT\|APPLIED MATLS INC	BUY	NEW	419.5K	$52M	—
PANW\|PALO ALTO NETWORKS INC	BUY	NEW	257.7K	$51M	—
MDB\|MONGODB INC	SELL	-5.00%	216.5K	$50M	+15.8%
FRSH\|FRESHWORKS INC	SELL	-21.78%	2.4M	$37M	-28.1%
APP\|APPLOVIN CORP	SELL	EXIT	—	—	-56.6%
TOST\|TOAST INC	SELL	-22.85%	1.9M	$33M	-35.0%
SPOT\|SPOTIFY TECHNOLOGY S A	SELL	-99.50%	2.6K	$342201	-21.9%
FLT1EUR\|FLEETCOR TECHNOLOGIES INC	BUY	NEW	166.9K	$35M	—
KKR\|KKR & CO INC	BUY	NEW	511.0K	$27M	—
WEAV\|WEAVE COMMUNICATIONS INC	SELL	-5.98%	4.9M	$25M	-68.2%
PTON\|PELOTON INTERACTIVE INC	SELL	-91.85%	200.0K	$2M	-73.9%
XM1USD\|QUALTRICS INTL INC	SELL	EXIT	—	—	—
NVDA\|NVIDIA CORPORATION	BUY	NEW	43.9K	$12M	—
LEAD EDGE GROWTH OPRTUNTS LT	SELL	EXIT	—	—	—
COIN\|COINBASE GLOBAL INC	SELL	-1.24%	142.1K	$10M	-75.0%
STNE\|STONECO LTD	SELL	-0.55%	682.0K	$7M	-57.9%
HCP\|HASHICORP INC	BUY	NEW	175.7K	$5M	—
KPLT\|KATAPULT HOLDINGS INC	SELL	-54.60%	1.1M	$505983	-92.3%
WRBY\|WARBY PARKER INC	SELL	EXIT	—	—	-73.7%
JOBY\|JOBY AVIATION INC	SELL	EXIT	—	—	-57.9%
PDD\|PINDUODUO INC	SELL	EXIT	—	—	+44.0%
RBLX\|ROBLOX CORP	SELL	EXIT	—	—	-46.1%
JOBY\|JOBY AVIATION INC	SELL	-3.81%	101.0K	$65650	-57.9%
2022-Q4
JD\|JD.COM INC	SELL	-26.95%	21.8M	$1.2B	—
MSFT\|MICROSOFT CORP	SELL	-12.43%	5.3M	$1.3B	—
META\|META PLATFORMS INC	BUY	+76.99%	7.9M	$956M	—
AMZN\|AMAZON COM INC	BUY	+221.08%	8.6M	$722M	—
NOW\|SERVICENOW INC	SELL	-52.25%	808.9K	$314M	—
SE\|SEA LTD	SELL	-62.74%	3.6M	$185M	-19.1%
GOOGL\|ALPHABET INC	SELL	-31.91%	3.7M	$329M	-14.1%
DDOG\|DATADOG INC	SELL	-83.27%	966.0K	$71M	+3.8%
WDAY\|WORKDAY INC	SELL	-12.80%	2.8M	$463M	-11.4%
SNOW\|SNOWFLAKE INC	SELL	-1.76%	2.6M	$367M	-42.1%
LI\|LI AUTO INC	SELL	EXIT	—	—	-35.2%
TEAM\|ATLASSIAN CORP PLC	SELL	EXIT	—	—	—
BZ\|KANZHUN LIMITED	SELL	-22.25%	13.9M	$282M	-37.8%
UBER\|UBER TECHNOLOGIES INC	SELL	-93.95%	600.0K	$15M	-23.6%
XYZ\|BLOCK INC	SELL	-50.50%	1.9M	$118M	-47.7%
NU\|NU HLDGS LTD	SELL	-45.29%	25.3M	$103M	-55.5%
GTM\|ZOOMINFO TECHNOLOGIES INC	BUY	NEW	6.2M	$188M	—
DASH\|DOORDASH INC	SELL	EXIT	—	—	-66.0%
TOST\|TOAST INC	SELL	-75.53%	2.4M	$44M	-37.6%
HUBS\|HUBSPOT INC	SELL	-43.45%	336.1K	$97M	-8.9%
PGY\|PAGAYA TECHNOLOGIES LTD	SELL	-15.30%	63.0M	$78M	-88.9%
DLO\|DLOCAL LTD	BUY	+66.41%	7.1M	$111M	—
S\|SENTINELONE INC	SELL	-4.05%	4.0M	$58M	—
RNG\|RINGCENTRAL INC	SELL	EXIT	—	—	-77.5%
APP\|APPLOVIN CORP	SELL	-14.25%	4.3M	$45M	-52.7%
TSM\|TAIWAN SEMICONDUCTOR MFG LTD	SELL	EXIT	—	—	-11.0%
OZON\|OZON HLDGS PLC	SELL	-13.81%	6.0M	$70M	—
XM1USD\|QUALTRICS INTL INC	SELL	-80.02%	1.5M	$15M	—
TTWO\|TAKE-TWO INTERACTIVE SOFTWAR	BUY	NEW	714.0K	$74M	—
CFLT\|CONFLUENT INC	BUY	NEW	3.1M	$69M	—
FRSH\|FRESHWORKS INC	SELL	-41.18%	3.1M	$45M	-33.9%
MTCH\|MATCH GROUP INC NEW	BUY	NEW	1.5M	$61M	—
GRAB\|GRAB HOLDINGS LIMITED	BUY	NEW	18.4M	$59M	—
ZEN1EUR\|ZENDESK INC	SELL	EXIT	—	—	—
TEAM1EUR\|ATLASSIAN CORPORATION	BUY	NEW	400.5K	$52M	—
MDB\|MONGODB INC	BUY	NEW	227.9K	$45M	—
SHOP\|SHOPIFY INC	SELL	-94.25%	95.5K	$3M	—
SPOT\|SPOTIFY TECHNOLOGY S A	BUY	NEW	514.9K	$41M	—
OLOGBX\|OLO INC	SELL	EXIT	—	—	—
APO\|APOLLO GLOBAL MGMT INC	BUY	+38.67%	628.0K	$40M	—
WEAV\|WEAVE COMMUNICATIONS INC	SELL	-25.33%	5.3M	$24M	-71.4%
RERE\|ATRENEW INC	SELL	-20.11%	11.5M	$33M	-78.5%
STBXF\|STARRY GROUP HOLDINGS INC	SELL	EXIT	—	—	—
DV\|DOUBLEVERIFY HLDGS INC	SELL	EXIT	—	—	-25.9%
FUTU\|FUTU HLDGS LTD	SELL	EXIT	—	—	-60.2%
VTEX\|VTEX	SELL	EXIT	—	—	-84.6%
PTON\|PELOTON INTERACTIVE INC	BUY	+166.63%	2.5M	$19M	—
MBLY\|MOBILEYE GLOBAL INC	BUY	NEW	450.0K	$16M	—
BLND\|BLEND LABS INC	SELL	EXIT	—	—	-88.7%
ALTIMETER GROWTH CORP 2	SELL	EXIT	—	—	—
COIN\|COINBASE GLOBAL INC	SELL	-5.02%	143.9K	$5M	-80.3%
EGHT\|8X8 INC NEW	SELL	EXIT	—	—	-78.5%
RDFN\|REDFIN CORP	SELL	EXIT	—	—	—
PYPL\|PAYPAL HLDGS INC	SELL	EXIT	—	—	-12.2%
EMBARK\|EMBARK TECHNOLOGY INC	SELL	EXIT	—	—	—
WRBY\|WARBY PARKER INC	SELL	-56.61%	115.9K	$2M	-72.1%
RBLX\|ROBLOX CORP	SELL	-91.57%	7.3K	$209039	-51.2%
KPLT\|KATAPULT HOLDINGS INC	SELL	-8.76%	2.5M	$2M	-92.5%
2022-Q3
JD\|JD.COM INC	SELL	-2.18%	29.9M	$1.5B	—
MSFT\|MICROSOFT CORP	BUY	+16.40%	6.0M	$1.4B	—
CRWD\|CROWDSTRIKE HLDGS INC	SELL	-86.26%	900.0K	$148M	+80.1%
NU\|NU HLDGS LTD	SELL	-77.18%	46.3M	$204M	-53.5%
META\|META PLATFORMS INC	SELL	-0.10%	4.5M	$609M	—
NOW\|SERVICENOW INC	BUY	+51.78%	1.7M	$640M	—
SE\|SEA LTD	BUY	+16.55%	9.6M	$535M	—
GOOGL\|ALPHABET INC	BUY	NEW	5.5M	$524M	—
DDOG\|DATADOG INC	BUY	+218.31%	5.8M	$513M	—
LI\|LI AUTO INC	BUY	+34.55%	17.2M	$396M	—
WDAY\|WORKDAY INC	BUY	+134.59%	3.2M	$483M	—
SNOW\|SNOWFLAKE INC	BUY	+22.14%	2.6M	$442M	—
TEAM\|ATLASSIAN CORP PLC	BUY	+13.19%	1.7M	$363M	—
BZ\|KANZHUN LIMITED	BUY	+52.89%	17.8M	$301M	—
AMZN\|AMAZON COM INC	BUY	+2.36%	2.7M	$302M	—
UBER\|UBER TECHNOLOGIES INC	BUY	NEW	9.9M	$263M	—
S\|SENTINELONE INC	SELL	-58.52%	4.2M	$106M	—
XYZ\|BLOCK INC	BUY	+299.91%	3.8M	$209M	—
DASH\|DOORDASH INC	BUY	+19.55%	3.7M	$181M	—
TOST\|TOAST INC	SELL	-32.62%	9.9M	$166M	-39.3%
RNG\|RINGCENTRAL INC	SELL	-22.08%	2.5M	$99M	-69.7%
HUBS\|HUBSPOT INC	BUY	NEW	594.3K	$161M	—
PCOR\|PROCORE TECHNOLOGIES INC	SELL	EXIT	—	—	-38.1%
XPEV\|XPENG INC	SELL	EXIT	—	—	-42.1%
PGY\|PAGAYA TECHNOLOGIES LTD	BUY	NEW	74.4M	$135M	—
ONMD\|1LIFE HEALTHCARE INC	SELL	EXIT	—	—	—
APP\|APPLOVIN CORP	BUY	NEW	5.0M	$97M	—
TSM\|TAIWAN SEMICONDUCTOR MFG LTD	BUY	NEW	1.3M	$90M	—
DLO\|DLOCAL LTD	BUY	+132.08%	4.3M	$88M	—
MNDY\|MONDAY COM LTD	SELL	EXIT	—	—	-37.6%
STBXF\|STARRY GROUP HOLDINGS INC	SELL	-0.44%	19.3M	$29M	—
FUTU\|FUTU HLDGS LTD	SELL	-55.87%	669.0K	$25M	-64.9%
FRSH\|FRESHWORKS INC	BUY	+75.59%	5.2M	$67M	—
DV\|DOUBLEVERIFY HLDGS INC	SELL	-65.74%	957.5K	$26M	-25.5%
IOT\|SAMSARA INC	SELL	EXIT	—	—	+19.3%
OLOGBX\|OLO INC	BUY	+13.48%	5.1M	$40M	—
GTLB\|GITLAB INC	SELL	EXIT	—	—	-25.9%
BLND\|BLEND LABS INC	SELL	-55.70%	6.2M	$14M	-82.6%
TCV ACQUISITION CORP	SELL	EXIT	—	—	—
EGHT\|8X8 INC NEW	SELL	-45.83%	2.2M	$7M	-74.9%
LIBERTY MEDIA ACQUISITION CO	SELL	EXIT	—	—	—
MELI KASZEK PIONEER CORP	SELL	EXIT	—	—	—
YMM\|FULL TRUCK ALLIANCE CO LTD	SELL	EXIT	—	—	-46.3%
MTTR*\|MATTERPORT INC	SELL	EXIT	—	—	—
ZG\|ZILLOW GROUP INC	SELL	EXIT	—	—	-12.1%
PTON\|PELOTON INTERACTIVE INC	BUY	+20.26%	920.7K	$6M	—
KPLT\|KATAPULT HOLDINGS INC	SELL	-45.20%	2.7M	$3M	-90.2%
EMBK\|EMBARK TECHNOLOGY INC	SELL	EXIT	—	—	—
PYPL\|PAYPAL HLDGS INC	BUY	NEW	54.3K	$5M	—
DAVE\|DAVE INC	SELL	EXIT	—	—	-92.1%
EMBARK\|EMBARK TECHNOLOGY INC	BUY	NEW	495.9K	$4M	—
WRBY\|WARBY PARKER INC	BUY	+0.67%	267.1K	$4M	—
CVNA\|CARVANA CO	SELL	EXIT	—	—	-70.3%
2022-Q2
JD\|JD.COM INC	SELL	-37.42%	30.5M	$2.0B	—
MSFT\|MICROSOFT CORP	SELL	-29.46%	5.2M	$1.3B	—
CRWD\|CROWDSTRIKE HLDGS INC	SELL	-25.63%	6.6M	$1.1B	+70.4%
NU\|NU HLDGS LTD	SELL	-20.32%	203.0M	$759M	-55.6%
SE\|SEA LTD	SELL	-39.37%	8.2M	$548M	+23.1%
SNOW\|SNOWFLAKE INC	SELL	-68.88%	2.1M	$296M	-45.3%
NOW\|SERVICENOW INC	SELL	-54.35%	1.1M	$531M	—
CVNA\|CARVANA CO	SELL	-98.68%	112.4K	$3M	-66.7%
DASH\|DOORDASH INC	SELL	-62.70%	3.1M	$196M	-54.1%
META\|META PLATFORMS INC	BUY	+15.13%	4.5M	$725M	—
WDAY\|WORKDAY INC	SELL	-54.57%	1.4M	$189M	-5.6%
SHOP\|SHOPIFY INC	BUY	+81.43%	1.7M	$52M	—
RNG\|RINGCENTRAL INC	SELL	-35.53%	3.2M	$167M	-59.0%
TEAM\|ATLASSIAN CORP PLC	SELL	-13.10%	1.5M	$285M	—
LI\|LI AUTO INC	SELL	-35.37%	12.8M	$490M	-12.2%
AMZN\|AMAZON COM INC	BUY	NEW	2.6M	$278M	—
XPEV\|XPENG INC	SELL	-68.26%	4.4M	$138M	-35.7%
XYZ\|BLOCK INC	SELL	-65.31%	950.0K	$58M	-49.5%
DOCU\|DOCUSIGN INC	SELL	EXIT	—	—	-62.8%
DDOG\|DATADOG INC	SELL	-18.68%	1.8M	$173M	+93.8%
MNDY\|MONDAY COM LTD	SELL	-62.52%	778.1K	$80M	-39.5%
BZ\|KANZHUN LIMITED	BUY	+60.09%	11.7M	$306M	—
TOST\|TOAST INC	BUY	+15.95%	14.7M	$190M	—
PCOR\|PROCORE TECHNOLOGIES INC	SELL	-32.47%	3.1M	$141M	-43.9%
GOOGL\|ALPHABET INC	BUY	NEW	110.5K	$241M	—
S\|SENTINELONE INC	BUY	+69.39%	10.0M	$234M	—
XM1USD\|QUALTRICS INTL INC	SELL	-8.86%	7.4M	$93M	—
PDD\|PINDUODUO INC	SELL	-99.93%	4.0K	$247000	-34.0%
ONMD\|1LIFE HEALTHCARE INC	SELL	-3.89%	17.0M	$133M	—
STBXF\|STARRY GROUP HOLDINGS INC	SELL	-12.11%	19.4M	$80M	—
DV\|DOUBLEVERIFY HLDGS INC	SELL	-56.47%	2.8M	$63M	-36.4%
COIN\|COINBASE GLOBAL INC	SELL	-81.89%	151.5K	$7M	-71.5%
ESTC\|ELASTIC N V	SELL	EXIT	—	—	-0.4%
EMBK\|EMBARK TECHNOLOGY INC	SELL	-53.43%	9.9M	$5M	—
ZM\|ZOOM VIDEO COMMUNICATIONS IN	SELL	EXIT	—	—	-59.1%
RBLX\|ROBLOX CORP	SELL	-96.68%	87.1K	$3M	-53.9%
EGHT\|8X8 INC NEW	SELL	-55.56%	4.0M	$21M	-59.6%
BLND\|BLEND LABS INC	SELL	-29.12%	14.0M	$33M	-79.6%
DAVE\|DAVE INC	SELL	-54.33%	6.3M	$4M	-67.7%
IS\|IRONSOURCE LTD	SELL	EXIT	—	—	—
PLANUSD\|ANAPLAN INC	SELL	EXIT	—	—	—
PRM\|PERIMETER SOLUTIONS SA	SELL	EXIT	—	—	-13.2%
CRM\|SALESFORCE COM INC	SELL	EXIT	—	—	—
FUTU\|FUTU HLDGS LTD	SELL	-38.87%	1.5M	$79M	-71.8%
SPOT\|SPOTIFY TECHNOLOGY S A	SELL	-98.84%	6.2K	$583000	-31.2%
DLO\|DLOCAL LTD	SELL	-21.13%	1.8M	$49M	-31.7%
WRBY\|WARBY PARKER INC	SELL	-87.22%	265.3K	$3M	-67.9%
CFLT\|CONFLUENT INC	SELL	EXIT	—	—	-65.6%
RERE\|ATRENEW INC	SELL	-3.99%	14.4M	$43M	-69.0%
YMM\|FULL TRUCK ALLIANCE CO LTD	SELL	-80.54%	1.5M	$14M	-53.9%
IOT\|SAMSARA INC	BUY	NEW	4.6M	$52M	—
OLOGBX\|OLO INC	BUY	+24.50%	4.5M	$44M	—
APO\|APOLLO GLOBAL MGMT INC	SELL	-39.15%	452.9K	$22M	-17.2%
UBER\|UBER TECHNOLOGIES INC	SELL	-50.22%	619.5K	$13M	-35.8%
WEAV\|WEAVE COMMUNICATIONS INC	SELL	-5.31%	7.0M	$21M	-68.8%
FRSH\|FRESHWORKS INC	BUY	+21.86%	3.0M	$39M	—
DDL\|DINGDONG CAYMAN LTD	SELL	-99.02%	118.5K	$656000	-24.2%
GTLB\|GITLAB INC	BUY	+47.76%	778.0K	$41M	—
VTEX\|VTEX	SELL	-5.33%	6.4M	$20M	-80.9%
HOOD\|ROBINHOOD MKTS INC	SELL	EXIT	—	—	-77.6%
RDFN\|REDFIN CORP	SELL	-46.55%	991.0K	$8M	—
PTON\|PELOTON INTERACTIVE INC	SELL	-37.15%	765.6K	$7M	-71.2%
LOGISTICS INNOVTN TECHNLGS C	SELL	EXIT	—	—	—
ONTF\|ON24 INC	SELL	-95.98%	83.8K	$795000	-73.2%
SUMO2EUR\|SUMO LOGIC INC	SELL	EXIT	—	—	—
OSCR\|OSCAR HEALTH INC	SELL	EXIT	—	—	-79.5%
TWLO\|TWILIO INC	SELL	EXIT	—	—	-4.6%
8DT\|SQUARESPACE INC	SELL	EXIT	—	—	—
LW\|LAMB WESTON HLDGS INC	BUY	NEW	179.8K	$13M	—
PATH\|UIPATH INC	SELL	EXIT	—	—	-74.0%
STNE\|STONECO LTD	SELL	-4.38%	685.8K	$5M	-57.7%
ZG\|ZILLOW GROUP INC	BUY	NEW	226.0K	$7M	—
NXDR\|NEXTDOOR HOLDINGS INC	SELL	EXIT	—	—	-68.0%
AVDX\|AVIDXCHANGE HOLDINGS INC	SELL	EXIT	—	—	—
INTU\|INTUIT	SELL	-63.83%	1.4K	$527000	+16.5%
OKTA\|OKTA INC	SELL	EXIT	—	—	-61.0%
HCP\|HASHICORP INC	BUY	+133.38%	9.2K	$271000	—
JOBY\|JOBY AVIATION INC	SELL	-19.23%	105.0K	$114000	-47.1%
BABA\|ALIBABA GROUP HLDG LTD	SELL	EXIT	—	—	-30.4%
2022-Q1
JD\|JD.COM INC	SELL	-9.22%	48.8M	$2.8B	—
MSFT\|MICROSOFT CORP	SELL	-13.79%	7.3M	$2.3B	—
SE\|SEA LTD	BUY	+18.70%	13.5M	$1.6B	—
NU\|NU HLDGS LTD	SELL	-4.21%	254.8M	$2.0B	-19.3%
SNOW\|SNOWFLAKE INC	BUY	+13.64%	6.8M	$1.6B	—
CRWD\|CROWDSTRIKE HLDGS INC	BUY	+16.87%	8.8M	$2.0B	—
DASH\|DOORDASH INC	SELL	-29.58%	8.2M	$961M	-34.5%
META\|META PLATFORMS INC	SELL	-22.77%	3.9M	$868M	—
CVNA\|CARVANA CO	BUY	+17.46%	8.5M	$1.0B	—
NOW\|SERVICENOW INC	BUY	+10.82%	2.4M	$1.4B	—
AMZN\|AMAZON COM INC	SELL	-58.18%	147.7K	$482M	—
WDAY\|WORKDAY INC	SELL	-29.45%	3.0M	$713M	+30.6%
ZM\|ZOOM VIDEO COMMUNICATIONS IN	SELL	-83.04%	1.0M	$122M	-47.3%
SHOP\|SHOPIFY INC	BUY	+13.55%	916.2K	$619M	—
DOCU\|DOCUSIGN INC	SELL	-51.02%	3.4M	$363M	-47.4%
DDOG\|DATADOG INC	SELL	-57.92%	2.2M	$338M	+169.0%
TEAM\|ATLASSIAN CORP PLC	SELL	-28.96%	1.8M	$515M	—
PDD\|PINDUODUO INC	SELL	-63.43%	5.8M	$232M	-17.9%
UBER\|UBER TECHNOLOGIES INC	SELL	-93.10%	1.2M	$44M	-7.2%
COIN\|COINBASE GLOBAL INC	SELL	-70.84%	836.6K	$159M	-22.7%
NFLX\|NETFLIX INC	SELL	EXIT	—	—	-65.3%
PCOR\|PROCORE TECHNOLOGIES INC	SELL	-41.51%	4.6M	$267M	-27.2%
SPOT\|SPOTIFY TECHNOLOGY S A	SELL	-79.30%	534.1K	$81M	+2.4%
LI\|LI AUTO INC	BUY	+167.35%	19.8M	$511M	—
BABA\|ALIBABA GROUP HLDG LTD	SELL	-99.97%	1.5K	$158000	-16.0%
ESTC\|ELASTIC N V	SELL	-64.38%	1.4M	$127M	+21.6%
RBLX\|ROBLOX CORP	SELL	-42.81%	2.6M	$121M	-18.1%
APOEUR\|APOLLO GLOBAL MGMT INC	SELL	EXIT	—	—	—
ADBE\|ADOBE SYSTEMS INCORPORATED	SELL	EXIT	—	—	+46.1%
XPEV\|XPENG INC	BUY	+120.33%	13.7M	$379M	—
XYZ\|BLOCK INC	BUY	+97.85%	2.7M	$371M	—
PTON\|PELOTON INTERACTIVE INC	SELL	-88.08%	1.2M	$32M	-43.8%
PATH\|UIPATH INC	SELL	-95.11%	401.4K	$9M	-51.7%
MNDY\|MONDAY COM LTD	BUY	+937.92%	2.1M	$328M	—
COUPEUR\|COUPA SOFTWARE INC	SELL	EXIT	—	—	—
CFLT\|CONFLUENT INC	SELL	-65.25%	1.4M	$56M	-16.2%
XM1USD\|QUALTRICS INTL INC	SELL	-0.03%	8.2M	$233M	—
DV\|DOUBLEVERIFY HLDGS INC	SELL	-25.28%	6.4M	$162M	-25.6%
TOST\|TOAST INC	BUY	+181.61%	12.7M	$275M	—
HOOD\|ROBINHOOD MKTS INC	SELL	-78.85%	2.9M	$39M	-70.2%
RUN\|SUNRUN INC	SELL	EXIT	—	—	+119.6%
ONMD\|1LIFE HEALTHCARE INC	BUY	+28.13%	17.7M	$196M	—
S\|SENTINELONE INC	BUY	+234.87%	5.9M	$229M	—
EMBK\|EMBARK TECHNOLOGY INC	SELL	-8.59%	21.3M	$125M	—
OZON\|OZON HLDGS PLC	BUY	+8.55%	7.0M	$81M	—
STBXF\|STARRY GROUP HOLDINGS INC	BUY	NEW	22.0M	$182M	—
FUTU\|FUTU HLDGS LTD	SELL	-40.81%	2.5M	$81M	-66.5%
BZ\|KANZHUN LIMITED	BUY	+593.39%	7.3M	$181M	—
PYPL\|PAYPAL HLDGS INC	SELL	EXIT	—	—	+13.8%
MTTR*\|MATTERPORT INC	SELL	-52.00%	3.6M	$29M	—
BLND\|BLEND LABS INC	SELL	-0.59%	19.8M	$113M	-56.4%
ASAN\|ASANA INC	SELL	EXIT	—	—	—
DLO\|DLOCAL LTD	SELL	-40.31%	2.3M	$73M	-19.5%
PRM\|PERIMETER SOLUTIONS SA	SELL	-26.86%	7.3M	$89M	-0.5%
DOCN\|DIGITALOCEAN HLDGS INC	SELL	EXIT	—	—	+39.8%
WRBY\|WARBY PARKER INC	SELL	-25.00%	2.1M	$70M	-41.0%
GDS\|GDS HLDGS LTD	SELL	EXIT	—	—	+17.1%
VTEX\|VTEX	SELL	-40.59%	6.7M	$41M	-69.7%
ABNB\|AIRBNB INC	SELL	EXIT	—	—	+6.2%
JAMF\|JAMF HLDG CORP	SELL	EXIT	—	—	-11.3%
CPNG\|COUPANG INC	SELL	EXIT	—	—	-53.7%
DAVE\|DAVE INC	BUY	NEW	13.8M	$99M	—
RERE\|ATRENEW INC	SELL	-10.02%	15.0M	$53M	-45.9%
TASK\|TASKUS INC	SELL	EXIT	—	—	-41.9%
YMM\|FULL TRUCK ALLIANCE CO LTD	SELL	-31.31%	7.9M	$53M	-41.2%
PLTK\|PLAYTIKA HLDG CORP	SELL	EXIT	—	—	-39.1%
RIVN\|RIVIAN AUTOMOTIVE INC	SELL	EXIT	—	—	-47.2%
GDRX\|GOODRX HLDGS INC	SELL	EXIT	—	—	-49.3%
APP\|APPLOVIN CORP	SELL	EXIT	—	—	-7.8%
OLOGBX\|OLO INC	BUY	+67.91%	3.6M	$48M	—
CMRC\|BIGCOMMERCE HLDGS INC	SELL	EXIT	—	—	-63.9%
APO\|APOLLO GLOBAL MGMT INC	BUY	NEW	744.2K	$46M	—
FRSH\|FRESHWORKS INC	BUY	+200.33%	2.4M	$44M	—
MDB\|MONGODB INC	SELL	EXIT	—	—	+197.7%
DDL\|DINGDONG CAYMAN LTD	BUY	NEW	12.1M	$43M	—
DATTO HLDG CORP	SELL	EXIT	—	—	—
ONTF\|ON24 INC	SELL	-7.81%	2.1M	$27M	-66.3%
MQ\|MARQETA INC	SELL	EXIT	—	—	-49.1%
DOCS\|DOXIMITY INC	SELL	EXIT	—	—	-10.6%
GTLB\|GITLAB INC	BUY	+31.63%	526.5K	$29M	—
JTKWY\|JUST EAT TAKEAWAY COM N V	SELL	EXIT	—	—	-53.8%
BMBL\|BUMBLE INC	SELL	EXIT	—	—	-57.4%
INTU\|INTUIT	SELL	-92.75%	3.8K	$2M	+47.0%
RDFN\|REDFIN CORP	BUY	NEW	1.9M	$33M	—
AVPT\|AVEPOINT INC	SELL	EXIT	—	—	-42.8%
AI\|C3 AI INC	SELL	EXIT	—	—	-82.9%
DT\|DYNATRACE INC	SELL	EXIT	—	—	+103.5%
FROG\|JFROG LTD	SELL	EXIT	—	—	-66.1%
SUMO2EUR\|SUMO LOGIC INC	SELL	-9.34%	1.9M	$23M	—
SMARGBP\|SMARTSHEET INC	SELL	EXIT	—	—	—
HCP\|HASHICORP INC	SELL	-98.70%	3.9K	$213000	—
BRZE\|BRAZE INC	SELL	EXIT	—	—	-31.6%
NET\|CLOUDFLARE INC	SELL	EXIT	—	—	+432.2%
BKSY\|BLACKSKY TECHNOLOGY INC	SELL	EXIT	—	—	-73.6%
REVOLUTION HEALTHCAR AQ CORP	SELL	EXIT	—	—	—
TWLO\|TWILIO INC	BUY	+67.33%	125.0K	$21M	—
SVF INVESTMENT CORP	SELL	EXIT	—	—	—
DNA4EUR\|GINKGO BIOWORKS HOLDINGS INC	SELL	EXIT	—	—	—
AFRM\|AFFIRM HLDGS INC	SELL	EXIT	—	—	-53.3%
NXDR\|NEXTDOOR HOLDINGS INC	SELL	-64.00%	900.0K	$5M	-43.2%
ALTIMETER GROWTH CORP 2	SELL	-31.99%	1.4M	$13M	—
NEW ORIENTAL ED & TECHNOLOGY	SELL	EXIT	—	—	—
SPIR\|SPIRE GLOBAL INC	SELL	EXIT	—	—	-76.9%
DH\|DEFINITIVE HEALTHCARE CORP	SELL	EXIT	—	—	-48.0%
DUOL\|DUOLINGO INC	SELL	EXIT	—	—	-34.6%
NCNO\|NCINO INC	SELL	EXIT	—	—	-42.3%
AVDX\|AVIDXCHANGE HOLDINGS INC	SELL	-72.09%	279.1K	$2M	—
JOBY\|JOBY AVIATION INC	SELL	-81.50%	370.0K	$2M	-50.6%
0C3\|ENDEAVOR GROUP HLDGS INC	SELL	EXIT	—	—	—
BEKE\|KE HLDGS INC	SELL	EXIT	—	—	-51.2%
SRAD\|SPORTRADAR GROUP AG	SELL	EXIT	—	—	-46.3%
AVLRUSD\|AVALARA INC	SELL	EXIT	—	—	—
GRAB\|GRAB HOLDINGS LIMITED	SELL	EXIT	—	—	-47.6%
STNE\|STONECO LTD	SELL	-1.86%	717.2K	$8M	-41.5%
YSG\|YATSEN HLDG LTD	SELL	EXIT	—	—	-87.7%
CHINDATA GROUP HLDGS LTD	SELL	EXIT	—	—	—
CAZOO GROUP LTD	SELL	EXIT	—	—	—
BRG\|BRIGHT HEALTH GROUP INC	SELL	EXIT	—	—	—
EXFY\|EXPENSIFY INC	SELL	EXIT	—	—	-37.0%
SVF INVESTMENT CORP 3	SELL	EXIT	—	—	—
DCT\|DUCK CREEK TECHNOLOGIES INC	SELL	EXIT	—	—	—
DIDIY\|DIDI GLOBAL INC	SELL	EXIT	—	—	—
GTM\|ZOOMINFO TECHNOLOGIES INC	SELL	EXIT	—	—	+7.9%
LDH GROWTH CORP I	SELL	EXIT	—	—	—
WILLIAMS ROWLAND ACQUISITION	SELL	EXIT	—	—	—
KB\|KNOWBE4 INC	SELL	EXIT	—	—	-0.7%
PROVIDENT ACQUISITION CORP	SELL	EXIT	—	—	—
SVF INVESTMENT CORP 2	SELL	EXIT	—	—	—
XP\|XP INC	SELL	EXIT	—	—	-17.4%
PD\|PAGERDUTY INC	SELL	EXIT	—	—	-34.0%
VERX\|VERTEX INC	SELL	EXIT	—	—	-42.8%
DBX\|DROPBOX INC	SELL	EXIT	—	—	-22.6%
ALKT\|ALKAMI TECHNOLOGY INC	SELL	EXIT	—	—	-57.3%
OMGBP\|OUTSET MED INC	SELL	EXIT	—	—	—
HUYA\|HUYA INC	SELL	EXIT	—	—	-80.6%
AMWL\|AMERICAN WELL CORP	SELL	EXIT	—	—	-84.7%
HCAT\|HEALTH CATALYST INC	SELL	EXIT	—	—	-28.9%
0OIA\|SOLARWINDS CORP	SELL	EXIT	—	—	—
API\|AGORA INC	SELL	EXIT	—	—	-73.6%
NABL\|N-ABLE INC	SELL	EXIT	—	—	-22.4%
DNABW\|GINKGO BIOWORKS HOLDINGS INC	SELL	EXIT	—	—	—
DOYU\|DOUYU INTL HLDGS LTD	SELL	EXIT	—	—	-75.5%
OSH3EUR\|OAK STR HEALTH INC	SELL	EXIT	—	—	—
JOBY\|JOBY AVIATION INC	SELL	-74.00%	130.0K	$215000	-50.6%
GRAB\|GRAB HOLDINGS LIMITED	SELL	EXIT	—	—	-47.6%
D0A\|DADA NEXUS LTD	SELL	EXIT	—	—	—
FPI\|FARMLAND PARTNERS INC	SELL	EXIT	—	—	—
CAZOO GROUP LTD	SELL	EXIT	—	—	—
MNTV\|MOMENTIVE GLOBAL INC	SELL	EXIT	—	—	—
SEMR\|SEMRUSH HLDGS INC	SELL	EXIT	—	—	+40.4%
KC\|KINGSOFT CLOUD HLDGS LTD	SELL	EXIT	—	—	-66.9%
YQ\|17 ED & TECHNOLOGY GROUP INC	SELL	EXIT	—	—	-54.9%
ONESMART INTL ED GROUP LTD	SELL	EXIT	—	—	—
2021-Q4
JD\|JD.COM INC	BUY	+5.06%	53.7M	$3.8B	—
MSFT\|MICROSOFT CORP	SELL	-35.41%	8.5M	$2.9B	—
SE\|SEA LTD	BUY	+9.37%	11.4M	$2.5B	—
NU\|NU HLDGS LTD	BUY	NEW	266.0M	$2.5B	—
DASH\|DOORDASH INC	BUY	+5.41%	11.6M	$1.7B	—
SNOW\|SNOWFLAKE INC	BUY	+16.41%	6.0M	$2.0B	—
DOCU\|DOCUSIGN INC	SELL	-5.21%	6.9M	$1.1B	+16.1%
AMZN\|AMAZON COM INC	SELL	-37.79%	353.3K	$1.2B	—
CVNA\|CARVANA CO	BUY	+18.13%	7.3M	$1.7B	—
APOEUR\|APOLLO GLOBAL MGMT INC	SELL	-71.52%	6.4M	$461M	—
RBLX\|ROBLOX CORP	SELL	-73.72%	4.6M	$473M	+40.8%
PDD\|PINDUODUO INC	BUY	+12.32%	15.8M	$920M	—
ZM\|ZOOM VIDEO COMMUNICATIONS IN	BUY	+28.67%	6.1M	$1.1B	—
SHOP\|SHOPIFY INC	SELL	-8.50%	806.9K	$1.1B	—
TDG\|TRANSDIGM GROUP INC	SELL	EXIT	—	—	—
DDOG\|DATADOG INC	BUY	+1.19%	5.3M	$944M	—
UBER\|UBER TECHNOLOGIES INC	SELL	-13.08%	18.0M	$756M	+15.7%
RNG\|RINGCENTRAL INC	BUY	+25.25%	5.0M	$928M	—
PCOR\|PROCORE TECHNOLOGIES INC	SELL	-17.18%	7.9M	$631M	+2.1%
WRBY\|WARBY PARKER INC	SELL	-81.71%	2.8M	$129M	-2.5%
COIN\|COINBASE GLOBAL INC	BUY	+7.20%	2.9M	$724M	—
PTON\|PELOTON INTERACTIVE INC	BUY	+41.93%	10.2M	$365M	—
BABA\|ALIBABA GROUP HLDG LTD	BUY	+0.01%	4.2M	$501M	—
SPOT\|SPOTIFY TECHNOLOGY S A	SELL	-2.72%	2.6M	$604M	+54.2%
PATH\|UIPATH INC	SELL	-22.10%	8.2M	$354M	-30.5%
DV\|DOUBLEVERIFY HLDGS INC	SELL	-37.93%	8.6M	$286M	-6.6%
COUPEUR\|COUPA SOFTWARE INC	BUY	+35.32%	2.0M	$321M	—
XPEV\|XPENG INC	BUY	+858.31%	6.2M	$314M	—
ASAN\|ASANA INC	SELL	-32.15%	2.0M	$146M	—
CFLT\|CONFLUENT INC	BUY	+875.99%	3.9M	$298M	—
XM1USD\|QUALTRICS INTL INC	BUY	+106.42%	8.2M	$289M	—
BLND\|BLEND LABS INC	BUY	+7.71%	19.9M	$146M	—
ONMD\|1LIFE HEALTHCARE INC	BUY	+28.51%	13.8M	$242M	—
LI\|LI AUTO INC	BUY	NEW	7.4M	$238M	—
XYZ\|BLOCK INC	BUY	+51.34%	1.4M	$224M	—
EMBK\|EMBARK TECHNOLOGY INC	BUY	NEW	23.3M	$202M	—
OZON\|OZON HLDGS PLC	BUY	+132.80%	6.4M	$190M	—
FLT1EUR\|FLEETCOR TECHNOLOGIES INC	SELL	EXIT	—	—	—
TOST\|TOAST INC	BUY	+260.00%	4.5M	$156M	—
DLO\|DLOCAL LTD	BUY	+51.00%	3.9M	$140M	—
PRM\|PERIMETER SOLUTIONS SA	BUY	NEW	10.0M	$139M	—
OSCR\|OSCAR HEALTH INC	SELL	-71.69%	2.1M	$17M	-57.4%
WEAV\|WEAVE COMMUNICATIONS INC	BUY	NEW	7.4M	$113M	—
RERE\|ATRENEW INC	BUY	+828.70%	16.6M	$99M	—
BRG\|BRIGHT HEALTH GROUP INC	SELL	-71.72%	3.4M	$12M	—
TASK\|TASKUS INC	BUY	NEW	1.8M	$96M	—
YMM\|FULL TRUCK ALLIANCE CO LTD	BUY	NEW	11.5M	$96M	—
SUMO2EUR\|SUMO LOGIC INC	SELL	-61.66%	2.1M	$29M	—
S\|SENTINELONE INC	BUY	+16.74%	1.8M	$89M	—
YSG\|YATSEN HLDG LTD	SELL	-74.13%	5.7M	$12M	-74.3%
PLANUSD\|ANAPLAN INC	BUY	+16.79%	1.5M	$69M	—
RIVN\|RIVIAN AUTOMOTIVE INC	BUY	NEW	751.0K	$78M	—
BEKE\|KE HLDGS INC	SELL	-82.35%	665.4K	$13M	-49.9%
API\|AGORA INC	SELL	-95.94%	70.0K	$1M	-46.4%
INTU\|INTUIT	SELL	-37.30%	52.2K	$34M	+78.3%
OLOGBX\|OLO INC	BUY	+215.97%	2.2M	$45M	—
MQ\|MARQETA INC	BUY	NEW	2.2M	$38M	—
GTLB\|GITLAB INC	BUY	NEW	400.0K	$35M	—
FRSH\|FRESHWORKS INC	BUY	+15.58%	809.1K	$21M	—
HCP\|HASHICORP INC	BUY	NEW	303.9K	$28M	—
BRZE\|BRAZE INC	BUY	NEW	350.0K	$27M	—
TUYA\|TUYA INC	SELL	EXIT	—	—	-68.8%
NXDR\|NEXTDOOR HOLDINGS INC	BUY	NEW	2.5M	$20M	—
ROOT\|ROOT INC	SELL	EXIT	—	—	-69.7%
ALTIMETER GROWTH CORP	SELL	EXIT	—	—	—
AVDX\|AVIDXCHANGE HOLDINGS INC	BUY	NEW	1.0M	$15M	—
DESPEGAR COM CORP	SELL	EXIT	—	—	—
GRAB\|GRAB HOLDINGS LIMITED	BUY	NEW	1.8M	$13M	—
EXFY\|EXPENSIFY INC	BUY	NEW	250.0K	$11M	—
KB\|KNOWBE4 INC	BUY	+24.15%	403.5K	$9M	—
SPLKCHF\|SPLUNK INC	SELL	EXIT	—	—	—
MDLA\|MEDALLIA INC	SELL	EXIT	—	—	—
RDFN\|REDFIN CORP	SELL	-13.57%	14.7K	$563000	—
GRAB\|GRAB HOLDINGS LIMITED	BUY	NEW	360.0K	$760000	—
YQ\|17 ED & TECHNOLOGY GROUP INC	SELL	EXIT	—	—	-86.4%
YQ\|17 ED & TECHNOLOGY GROUP INC	BUY	NEW	120.0K	$150000	—
2021-Q3
JD\|JD.COM INC	SELL	-0.88%	51.1M	$3.7B	—
SE\|SEA LTD	BUY	+2.62%	10.4M	$3.3B	—
RBLX\|ROBLOX CORP	SELL	-36.37%	17.4M	$1.3B	+17.9%
DASH\|DOORDASH INC	BUY	+1.21%	11.0M	$2.3B	—
DOCU\|DOCUSIGN INC	BUY	+0.39%	7.3M	$1.9B	—
APOEUR\|APOLLO GLOBAL MGMT INC	SELL	-27.98%	22.4M	$1.4B	—
CVNA\|CARVANA CO	SELL	-3.26%	6.1M	$1.9B	+353.0%
ZM\|ZOOM VIDEO COMMUNICATIONS IN	BUY	+11.24%	4.8M	$1.2B	—
SNOW\|SNOWFLAKE INC	BUY	+23.45%	5.2M	$1.6B	—
SHOP\|SHOPIFY INC	BUY	+1.09%	881.9K	$1.2B	—
RNG\|RINGCENTRAL INC	BUY	+0.33%	4.0M	$860M	—
PTON\|PELOTON INTERACTIVE INC	SELL	-18.46%	7.2M	$626M	+122.2%
WDAY\|WORKDAY INC	BUY	+2.21%	4.2M	$1.1B	—
UBER\|UBER TECHNOLOGIES INC	SELL	-0.02%	20.7M	$929M	+13.9%
SPOT\|SPOTIFY TECHNOLOGY S A	SELL	-16.04%	2.7M	$598M	+48.9%
WRBY\|WARBY PARKER INC	BUY	NEW	15.1M	$803M	—
DDOG\|DATADOG INC	BUY	+4.97%	5.2M	$741M	—
PATH\|UIPATH INC	BUY	+1.13%	10.5M	$555M	—
COIN\|COINBASE GLOBAL INC	BUY	+1.96%	2.7M	$609M	—
FUTU\|FUTU HLDGS LTD	BUY	+20.81%	4.2M	$381M	—
HOOD\|ROBINHOOD MKTS INC	BUY	NEW	13.7M	$575M	—
YSG\|YATSEN HLDG LTD	SELL	-21.71%	22.1M	$84M	-46.9%
ONMD\|1LIFE HEALTHCARE INC	BUY	+40.85%	10.7M	$217M	—
BLND\|BLEND LABS INC	BUY	NEW	18.5M	$249M	—
VTEX\|VTEX	BUY	NEW	11.3M	$233M	—
XYZ\|SQUARE INC	BUY	+4.87%	914.5K	$219M	—
XM1USD\|QUALTRICS INTL INC	BUY	+9.54%	4.0M	$169M	—
MTTR*\|MATTERPORT INC	BUY	NEW	7.5M	$142M	—
OZON\|OZON HLDGS PLC	BUY	+267.18%	2.8M	$139M	—
OSCR\|OSCAR HEALTH INC	BUY	+21.61%	7.5M	$131M	—
BEKE\|KE HLDGS INC	BUY	+50.81%	3.8M	$69M	—
SUMO2EUR\|SUMO LOGIC INC	BUY	+0.25%	5.5M	$89M	—
INTU\|INTUIT	SELL	-61.81%	83.2K	$45M	+53.3%
APP\|APPLOVIN CORP	SELL	-35.34%	600.0K	$43M	-0.5%
SPIR\|SPIRE GLOBAL INC	BUY	NEW	5.0M	$63M	—
TOST\|TOAST INC	BUY	NEW	1.2M	$62M	—
TAL\|TAL EDUCATION GROUP	SELL	EXIT	—	—	—
ONTF\|ON24 INC	BUY	+41.25%	2.3M	$45M	—
STNE\|STONECO LTD	SELL	-5.49%	730.8K	$25M	+136.9%
BKSY\|BLACKSKY TECHNOLOGY INC	BUY	NEW	5.0M	$52M	—
AVPT\|AVEPOINT INC	BUY	NEW	5.0M	$42M	—
DESPEGAR COM CORP	SELL	-62.59%	1.2M	$14M	—
RERE\|AIHUISHOU INTL CO LTD	SELL	-34.87%	1.8M	$18M	-22.5%
OKLO\|ALTC ACQUISITION CORP	BUY	NEW	4.0M	$39M	—
ROOT\|ROOT INC	BUY	+18.59%	3.7M	$19M	—
FRSH\|FRESHWORKS INC	BUY	NEW	700.0K	$30M	—
DNA4EUR\|GINKGO BIOWORKS HOLDINGS INC	BUY	NEW	2.4M	$28M	—
DH\|DEFINITIVE HEALTHCARE CORP	BUY	NEW	600.0K	$26M	—
SOARING EAGLE ACQUISITION CO	SELL	EXIT	—	—	—
DUOL\|DUOLINGO INC	BUY	NEW	150.0K	$25M	—
REINVENT TECHNOLOGY PARTNERS	SELL	EXIT	—	—	—
AJAX I	SELL	EXIT	—	—	—
JOBY\|JOBY AVIATION INC	BUY	NEW	2.0M	$20M	—
YQ\|17 ED & TECHNOLOGY GROUP INC	SELL	-89.75%	480.0K	$432000	-80.8%
SRAD\|SPORTRADAR GROUP AG	BUY	NEW	750.0K	$17M	—
MELI KASZEK PIONEER CORP	BUY	NEW	1.5M	$17M	—
CAZOO GROUP LTD	BUY	NEW	2.0M	$16M	—
MNTV\|MOMENTIVE GLOBAL INC	SELL	-98.49%	10.6K	$207000	—
WILLIAMS ROWLAND ACQUISITION	BUY	NEW	925.0K	$9M	—
SWIUSD\|SOLARWINDS CORP	SELL	EXIT	—	—	—
0OIA\|SOLARWINDS CORP	BUY	NEW	100.0K	$2M	—
DNABW\|GINKGO BIOWORKS HOLDINGS INC	BUY	NEW	485.0K	$2M	—
OKTA\|OKTA INC	BUY	NEW	5.6K	$1M	—
NABL\|N-ABLE INC	BUY	NEW	100.0K	$1M	—
JOBY\|JOBY AVIATION INC	BUY	NEW	500.0K	$1M	—
CAZOO GROUP LTD	BUY	NEW	500.0K	$745000	—
2021-Q2
JD\|JD.COM INC	SELL	-0.11%	51.6M	$4.1B	—
MSFT\|MICROSOFT CORP	SELL	-4.31%	13.1M	$3.6B	—
SE\|SEA LTD	BUY	+6.76%	10.1M	$2.8B	—
RBLX\|ROBLOX CORP	SELL	-32.25%	27.4M	$2.5B	+9.9%
DOCU\|DOCUSIGN INC	BUY	+41.33%	7.3M	$2.0B	—
AMZN\|AMAZON COM INC	SELL	-7.38%	567.9K	$2.0B	—
DASH\|DOORDASH INC	BUY	+87.95%	10.9M	$1.9B	—
APOEUR\|APOLLO GLOBAL MGMT INC	SELL	-11.06%	31.1M	$1.9B	—
CVNA\|CARVANA CO	BUY	+5.69%	6.4M	$1.9B	—
META\|FACEBOOK INC	SELL	-9.12%	5.1M	$1.8B	—
ZM\|ZOOM VIDEO COMMUNICATIONS IN	BUY	+74.80%	4.3M	$1.7B	—
SHOP\|SHOPIFY INC	BUY	+68.54%	872.3K	$1.3B	—
NOW\|SERVICENOW INC	BUY	+2.33%	2.2M	$1.2B	—
RNG\|RINGCENTRAL INC	BUY	+18.45%	3.9M	$1.1B	—
UBER\|UBER TECHNOLOGIES INC	SELL	-0.35%	20.7M	$1.0B	+33.8%
PTON\|PELOTON INTERACTIVE INC	BUY	+12.32%	8.8M	$1.1B	—
BABA\|ALIBABA GROUP HLDG LTD	SELL	-5.77%	4.2M	$957M	+57.5%
SNOW\|SNOWFLAKE INC	BUY	+87.72%	4.2M	$1.0B	—
PCOR\|PROCORE TECHNOLOGIES INC	BUY	NEW	9.5M	$904M	—
SPOT\|SPOTIFY TECHNOLOGY S A	SELL	-0.79%	3.2M	$870M	+56.3%
PATH\|UIPATH INC	BUY	NEW	10.4M	$708M	—
COIN\|COINBASE GLOBAL INC	BUY	NEW	2.6M	$665M	—
FUTU\|FUTU HLDGS LTD	BUY	+3.83%	3.5M	$621M	—
DV\|DOUBLEVERIFY HLDGS INC	BUY	NEW	13.8M	$586M	—
NFLX\|NETFLIX INC	BUY	+2.86%	1.1M	$574M	—
DDOG\|DATADOG INC	BUY	+4.95%	5.0M	$520M	—
CRM\|SALESFORCE COM INC	SELL	-83.06%	387.7K	$95M	—
COUPEUR\|COUPA SOFTWARE INC	BUY	+4.53%	1.5M	$393M	—
TAL\|TAL EDUCATION GROUP	SELL	-60.39%	2.3M	$58M	—
GDS\|GDS HLDGS LTD	SELL	-30.00%	2.6M	$202M	+114.3%
YSG\|YATSEN HLDG LTD	BUY	+393.76%	28.2M	$264M	—
NEW ORIENTAL ED & TECHNOLOGY	SELL	-50.00%	9.2M	$75M	—
IS\|IRONSOURCE LTD	BUY	NEW	20.5M	$215M	—
XYZ\|SQUARE INC	BUY	+13.25%	872.0K	$213M	—
BRG\|BRIGHT HEALTH GROUP INC	BUY	NEW	11.8M	$203M	—
OSCR\|OSCAR HEALTH INC	BUY	+11.14%	6.2M	$133M	—
XM1USD\|QUALTRICS INTL INC	BUY	+119.14%	3.6M	$138M	—
DLO\|DLOCAL LTD	BUY	NEW	2.6M	$137M	—
SUMO2EUR\|SUMO LOGIC INC	BUY	+1.57%	5.5M	$114M	—
INTU\|INTUIT	SELL	-1.50%	217.9K	$107M	+19.3%
DESPEGAR COM CORP	SELL	-58.55%	3.2M	$42M	—
DNK\|PHOENIX TREE HLDGS LTD	SELL	EXIT	—	—	—
GDRX\|GOODRX HLDGS INC	BUY	+9.32%	2.3M	$84M	—
APP\|APPLOVIN CORP	BUY	NEW	928.0K	$70M	—
S\|SENTINELONE INC	BUY	NEW	1.5M	$64M	—
JTKWY\|JUST EAT TAKEAWAY COM N V	BUY	NEW	3.2M	$58M	—
KPLT\|KATAPULT HOLDINGS INC	BUY	NEW	5.0M	$54M	—
STNE\|STONECO LTD	BUY	+1.14%	773.3K	$52M	—
ASO\|ACADEMY SPORTS & OUTDOORS IN	SELL	EXIT	—	—	+110.9%
MNDY\|MONDAY COM LTD	BUY	NEW	200.0K	$45M	—
DOCS\|DOXIMITY INC	BUY	NEW	750.0K	$44M	—
8DT\|SQUARESPACE INC	BUY	NEW	730.8K	$43M	—
THOMA BRAVO ADVANTAGE	SELL	EXIT	—	—	—
BZ\|KANZHUN LIMITED	BUY	NEW	1.1M	$42M	—
RERE\|AIHUISHOU INTL CO LTD	BUY	NEW	2.8M	$41M	—
DDL\|DINGDONG CAYMAN LTD	BUY	NEW	1.1M	$40M	—
DIDIY\|DIDI GLOBAL INC	BUY	NEW	2.0M	$28M	—
LOGISTICS INNOVTN TECHNLGS C	BUY	NEW	2.8M	$28M	—
TCV ACQUISITION CORP	BUY	NEW	2.5M	$25M	—
LINX SA	SELL	EXIT	—	—	—
CFLT\|CONFLUENT INC	BUY	NEW	400.0K	$19M	—
YQ\|17 ED & TECHNOLOGY GROUP INC	BUY	+875.26%	4.7M	$17M	—
MNTV\|MOMENTIVE GLOBAL INC	BUY	NEW	698.9K	$15M	—
SVMKUSD\|SVMK INC	SELL	EXIT	—	—	—
0C3\|ENDEAVOR GROUP HLDGS INC	BUY	NEW	400.0K	$11M	—
KB\|KNOWBE4 INC	BUY	NEW	325.0K	$10M	—
SPLKCHF\|SPLUNK INC	BUY	NEW	45.2K	$7M	—
ALKT\|ALKAMI TECHNOLOGY INC	BUY	NEW	150.0K	$5M	—
RDFN\|REDFIN CORP	SELL	-57.64%	17.0K	$1M	—
2021-Q1
MSFT\|MICROSOFT CORP	BUY	+15.40%	13.7M	$3.2B	—
RBLX\|ROBLOX CORP	BUY	NEW	40.4M	$2.6B	—
SE\|SEA LTD	BUY	+3.02%	9.5M	$2.1B	—
META\|FACEBOOK INC	SELL	-12.12%	5.6M	$1.6B	—
APOEUR\|APOLLO GLOBAL MGMT INC	BUY	+2.95%	34.9M	$1.6B	—
UBER\|UBER TECHNOLOGIES INC	SELL	-24.78%	20.8M	$1.1B	+46.7%
PTON\|PELOTON INTERACTIVE INC	BUY	+0.00%	7.9M	$884M	—
NOW\|SERVICENOW INC	BUY	+31.22%	2.2M	$1.1B	—
DOCU\|DOCUSIGN INC	BUY	+190.52%	5.2M	$1.0B	—
SPOT\|SPOTIFY TECHNOLOGY S A	SELL	-0.03%	3.2M	$853M	+102.3%
ZM\|ZOOM VIDEO COMMUNICATIONS IN	BUY	+69.57%	2.5M	$787M	—
DASH\|DOORDASH INC	BUY	+263.82%	5.8M	$761M	—
SHOP\|SHOPIFY INC	BUY	+167.03%	517.5K	$573M	—
RUN\|SUNRUN INC	SELL	-12.39%	7.1M	$428M	+451.2%
FUTU\|FUTU HLDGS LTD	BUY	NEW	3.3M	$530M	—
SNOW\|SNOWFLAKE INC	BUY	+27.26%	2.2M	$512M	—
GDS\|GDS HLDGS LTD	SELL	-15.71%	3.7M	$298M	+186.5%
COUPEUR\|COUPA SOFTWARE INC	BUY	+115.64%	1.4M	$365M	—
ADBE\|ADOBE SYSTEMS INCORPORATED	BUY	+340.30%	737.5K	$351M	—
NEW ORIENTAL ED & TECHNOLOGY	BUY	+900.00%	18.4M	$258M	—
ONMD\|1LIFE HEALTHCARE INC	BUY	+93.89%	7.6M	$298M	—
CPNG\|COUPANG INC	BUY	NEW	3.6M	$176M	—
XYZ\|SQUARE INC	BUY	+88.49%	770.0K	$175M	—
GOTU\|GSX TECHEDU INC	SELL	EXIT	—	—	+0.4%
SUMO2EUR\|SUMO LOGIC INC	BUY	+1.05%	5.4M	$103M	—
PLTK\|PLAYTIKA HLDG CORP	BUY	NEW	5.5M	$150M	—
OSCR\|OSCAR HEALTH INC	BUY	NEW	5.6M	$149M	—
DESPEGAR COM CORP	SELL	-16.57%	7.7M	$105M	—
PLANUSD\|ANAPLAN INC	BUY	+0.00%	1.3M	$69M	—
INTU\|INTUIT	SELL	-0.02%	221.2K	$85M	+9.1%
ASAN\|ASANA INC	BUY	+19.08%	2.9M	$82M	—
ONTF\|ON24 INC	BUY	NEW	1.6M	$78M	—
DOCN\|DIGITALOCEAN HLDGS INC	BUY	NEW	1.7M	$72M	—
STNE\|STONECO LTD	SELL	-0.16%	764.6K	$47M	+253.0%
BMBL\|BUMBLE INC	BUY	NEW	1.0M	$62M	—
TUYA\|TUYA INC	BUY	NEW	2.9M	$60M	—
XM1USD\|QUALTRICS INTL INC	BUY	NEW	1.6M	$54M	—
THOMA BRAVO ADVANTAGE	BUY	NEW	4.0M	$42M	—
ROOT\|ROOT INC	BUY	NEW	3.1M	$40M	—
SOARING EAGLE ACQUISITION CO	BUY	NEW	2.4M	$25M	—
REVOLUTION HEALTHCAR AQ CORP	BUY	NEW	2.2M	$23M	—
SVF INVESTMENT CORP	BUY	NEW	2.0M	$21M	—
ALTIMETER GROWTH CORP 2	BUY	NEW	2.0M	$21M	—
LIBERTY MEDIA ACQUISITION CO	BUY	NEW	1.7M	$18M	—
OLOGBX\|OLO INC	BUY	NEW	681.0K	$18M	—
AFRM\|AFFIRM HLDGS INC	BUY	NEW	200.0K	$14M	—
SVF INVESTMENT CORP 3	BUY	NEW	1.1M	$11M	—
LEAD EDGE GROWTH OPRTUNTS LT	BUY	NEW	1.0M	$10M	—
LDH GROWTH CORP I	BUY	NEW	960.0K	$10M	—
PROVIDENT ACQUISITION CORP	BUY	NEW	800.0K	$8M	—
SVF INVESTMENT CORP 2	BUY	NEW	775.0K	$8M	—
YALA\|YALLA GROUP LTD	SELL	EXIT	—	—	—
SEMR\|SEMRUSH HLDGS INC	BUY	NEW	10.0K	$119000	—
2020-Q4
MSFT\|MICROSOFT CORP	BUY	+4.19%	11.9M	$2.6B	—
PDD\|PINDUODUO INC	SELL	-1.40%	14.1M	$2.5B	+113.1%
RUN\|SUNRUN INC	SELL	-72.88%	8.1M	$560M	+387.0%
META\|FACEBOOK INC	SELL	-27.70%	6.3M	$1.7B	—
AMZN\|AMAZON COM INC	BUY	+1.37%	613.1K	$2.0B	—
SE\|SEA LTD	BUY	+10.37%	9.2M	$1.8B	—
UBER\|UBER TECHNOLOGIES INC	BUY	+78.14%	27.7M	$1.4B	—
PTON\|PELOTON INTERACTIVE INC	BUY	+1.03%	7.9M	$1.2B	—
SPOT\|SPOTIFY TECHNOLOGY S A	SELL	-0.05%	3.2M	$1.0B	+70.9%
WDAY\|WORKDAY INC	BUY	+11.41%	4.1M	$989M	—
NOW\|SERVICENOW INC	BUY	+10.35%	1.6M	$904M	—
ZM\|ZOOM VIDEO COMMUNICATIONS IN	SELL	-20.53%	1.4M	$487M	+263.4%
NFLX\|NETFLIX INC	SELL	-31.90%	1.1M	$571M	-55.3%
TEAM\|ATLASSIAN CORP PLC	SELL	-10.75%	2.5M	$577M	—
SNOW\|SNOWFLAKE INC	BUY	+40.29%	1.8M	$493M	—
GDS\|GDS HLDGS LTD	SELL	-23.91%	4.4M	$408M	+149.1%
TWLO\|TWILIO INC	SELL	-96.05%	74.7K	$25M	+182.5%
MDB\|MONGODB INC	SELL	-95.71%	82.0K	$29M	+101.3%
PLANUSD\|ANAPLAN INC	SELL	-81.17%	1.3M	$92M	—
PYPL\|PAYPAL HLDGS INC	SELL	-58.33%	896.0K	$210M	+95.2%
DOCU\|DOCUSIGN INC	BUY	+491.00%	1.8M	$394M	—
NEW ORIENTAL ED & TECHNOLOGY	SELL	-13.92%	1.8M	$343M	—
EGHT\|8X8 INC NEW	BUY	+81.82%	9.0M	$310M	—
FLT1EUR\|FLEETCOR TECHNOLOGIES INC	SELL	-50.00%	647.7K	$177M	—
DASH\|DOORDASH INC	BUY	NEW	1.6M	$228M	—
COUPEUR\|COUPA SOFTWARE INC	BUY	NEW	665.0K	$225M	—
SHOP\|SHOPIFY INC	BUY	+121.50%	193.8K	$219M	—
SMARGBP\|SMARTSHEET INC	SELL	-91.32%	360.0K	$25M	—
ONMD\|1LIFE HEALTHCARE INC	BUY	NEW	3.9M	$172M	—
AI\|C3 AI INC	BUY	NEW	1.0M	$139M	—
YSG\|YATSEN HLDG LTD	BUY	NEW	5.7M	$97M	—
ABNB\|AIRBNB INC	BUY	NEW	650.0K	$95M	—
XYZ\|SQUARE INC	BUY	NEW	408.5K	$89M	—
GDRX\|GOODRX HLDGS INC	BUY	+53.21%	2.1M	$87M	—
INTU\|INTUIT	BUY	NEW	221.3K	$84M	—
ADBE\|ADOBE SYSTEMS INCORPORATED	SELL	-0.89%	167.5K	$84M	+96.4%
ASAN\|ASANA INC	BUY	+161.22%	2.4M	$71M	—
API\|AGORA INC	BUY	NEW	1.7M	$68M	—
GOOGL\|ALPHABET INC	SELL	EXIT	—	—	+33.9%
DATTO HLDG CORP	BUY	NEW	1.5M	$40M	—
TME\|TENCENT MUSIC ENTMT GROUP	SELL	EXIT	—	—	+29.9%
ASO\|ACADEMY SPORTS & OUTDOORS IN	BUY	NEW	1.8M	$36M	—
OZON\|OZON HLDGS PLC	BUY	NEW	750.0K	$31M	—
AJAX I	BUY	NEW	2.0M	$25M	—
ALTIMETER GROWTH CORP	BUY	NEW	1.8M	$23M	—
SVMKUSD\|SVMK INC	SELL	-0.79%	698.9K	$18M	—
DAY\|CERIDIAN HCM HLDG INC	SELL	EXIT	—	—	+173.2%
FTCHQ\|FARFETCH LTD	SELL	EXIT	—	—	+55.3%
CDLX\|CARDLYTICS INC	SELL	EXIT	—	—	+104.8%
YQ\|17 ED & TECHNOLOGY GROUP INC	BUY	NEW	480.0K	$6M	—
TENB\|TENABLE HLDGS INC	SELL	EXIT	—	—	+12.5%
BILI\|BILIBILI INC	SELL	EXIT	—	—	+339.2%
2020-Q3
MSFT\|MICROSOFT CORP	BUY	+3.66%	11.4M	$2.4B	—
AMZN\|AMAZON COM INC	BUY	+1.98%	604.8K	$1.9B	—
BABA\|ALIBABA GROUP HLDG LTD	SELL	-0.30%	4.5M	$1.3B	+87.1%
PDD\|PINDUODUO INC	BUY	+133.73%	14.3M	$1.1B	—
CRWD\|CROWDSTRIKE HLDGS INC	BUY	+49.48%	7.5M	$1.0B	—
ZM\|ZOOM VIDEO COMMUNICATIONS IN	BUY	+11.48%	1.8M	$855M	—
WDAY\|WORKDAY INC	BUY	+23.08%	3.7M	$797M	—
PTON\|PELOTON INTERACTIVE INC	BUY	+46.75%	7.8M	$772M	—
NOW\|SERVICENOW INC	BUY	+105.93%	1.5M	$722M	—
CRM\|SALESFORCE COM INC	SELL	-1.76%	2.3M	$575M	—
UBER\|UBER TECHNOLOGIES INC	BUY	+55.78%	15.5M	$567M	—
TEAM\|ATLASSIAN CORP PLC	BUY	+82.93%	2.8M	$502M	—
TWLO\|TWILIO INC	SELL	-0.76%	1.9M	$467M	+126.3%
PYPL\|PAYPAL HLDGS INC	SELL	-2.32%	2.2M	$424M	+80.4%
SNOW\|SNOWFLAKE INC	BUY	NEW	1.2M	$314M	—
GOTU\|GSX TECHEDU INC	BUY	NEW	3.0M	$272M	—
MA\|MASTERCARD INCORPORATED	BUY	+16.49%	724.0K	$245M	—
BEKE\|KE HLDGS INC	BUY	NEW	2.5M	$153M	—
DNK\|PHOENIX TREE HLDGS LTD	BUY	NEW	36.4M	$150M	—
SUMO2EUR\|SUMO LOGIC INC	BUY	NEW	5.4M	$118M	—
CMRC\|BIGCOMMERCE HLDGS INC	BUY	NEW	1.4M	$112M	—
JAMF\|JAMF HLDG CORP	BUY	NEW	2.8M	$105M	—
NEWREUR\|NEW RELIC INC	SELL	EXIT	—	—	—
SHOP\|SHOPIFY INC	BUY	+25.00%	87.5K	$90M	—
FROG\|JFROG LTD	BUY	NEW	1.0M	$85M	—
GDRX\|GOODRX HLDGS INC	BUY	NEW	1.4M	$78M	—
ATH-PA\|ATHENE HLDG LTD	SELL	EXIT	—	—	-9.0%
CHWY\|CHEWY INC	SELL	EXIT	—	—	+61.5%
CHINDATA GROUP HLDGS LTD	BUY	NEW	1.9M	$30M	—
ASAN\|ASANA INC	BUY	NEW	926.2K	$27M	—
REINVENT TECHNOLOGY PARTNERS	BUY	NEW	2.0M	$23M	—
NCNO\|NCINO INC	BUY	NEW	275.0K	$22M	—
SVMKUSD\|SVMK INC	SELL	-1.78%	704.4K	$16M	—
DCT\|DUCK CREEK TECHNOLOGIES INC	BUY	NEW	350.0K	$16M	—
XPEV\|XPENG INC	BUY	NEW	650.0K	$13M	—
AMWL\|AMERICAN WELL CORP	BUY	NEW	400.0K	$12M	—
VERX\|VERTEX INC	BUY	NEW	325.0K	$7M	—
LI\|LI AUTO INC	BUY	NEW	350.0K	$6M	—
OMGBP\|OUTSET MED INC	BUY	NEW	55.0K	$3M	—
YALA\|YALLA GROUP LTD	BUY	NEW	350.0K	$2M	—
OSH3EUR\|OAK STR HEALTH INC	BUY	NEW	25.0K	$1M	—
2020-Q2
JD\|JD.COM INC	BUY	+1.97%	51.7M	$3.1B	—
MSFT\|MICROSOFT CORP	BUY	+2.01%	11.0M	$2.2B	—
AMZN\|AMAZON COM INC	BUY	+7.37%	593.0K	$1.6B	—
SPOT\|SPOTIFY TECHNOLOGY S A	BUY	+16.33%	3.2M	$822M	—
WDAY\|WORKDAY INC	BUY	+29.85%	3.0M	$564M	—
PDD\|PINDUODUO INC	BUY	+2.75%	6.1M	$523M	—
CRWD\|CROWDSTRIKE HLDGS INC	BUY	NEW	5.0M	$506M	—
CRM\|SALESFORCE COM INC	BUY	+105.78%	2.3M	$436M	—
DDOG\|DATADOG INC	BUY	+29.25%	4.8M	$414M	—
ZM\|ZOOM VIDEO COMMUNICATIONS IN	BUY	+32.97%	1.6M	$414M	—
PYPL\|PAYPAL HLDGS INC	SELL	-5.13%	2.2M	$383M	+39.7%
PTON\|PELOTON INTERACTIVE INC	BUY	+27.61%	5.3M	$306M	—
NOW\|SERVICENOW INC	BUY	+29.64%	723.0K	$293M	—
ATH-PA\|ATHENE HLDG LTD	SELL	-80.74%	1.4M	$45M	-13.9%
MA\|MASTERCARD INCORPORATED	SELL	-14.69%	621.5K	$184M	—
SVMKUSD\|SVMK INC	SELL	-68.80%	717.2K	$17M	—
STNE\|STONECO LTD	SELL	-0.39%	765.8K	$30M	+18.3%
IQ\|IQIYI INC	SELL	EXIT	—	—	+14.3%
GTM\|ZOOMINFO TECHNOLOGIES INC	BUY	NEW	150.0K	$8M	—
LVGO\|LIVONGO HEALTH INC	SELL	EXIT	—	—	—
API\|AGORA INC	BUY	NEW	70.0K	$3M	—
BILL\|BILL COM HLDGS INC	SELL	EXIT	—	—	+83.1%
RDFN\|REDFIN CORP	SELL	-11.45%	40.1K	$2M	—
D0A\|DADA NEXUS LTD	BUY	NEW	50.0K	$1M	—
STG\|SUNLANDS TECHNOLOGY GROUP	SELL	EXIT	—	—	-85.7%
KC\|KINGSOFT CLOUD HLDGS LTD	BUY	NEW	10.0K	$315000	—
JCPCHF\|PENNEY J C CORP INC	SELL	EXIT	—	—	—
2020-Q1
JD\|JD COM INC	SELL	-4.16%	50.7M	$2.1B	—
APOEUR\|APOLLO GLOBAL MGMT INC	SELL	-9.96%	33.9M	$1.1B	—
MSFT\|MICROSOFT CORP	SELL	-0.82%	10.8M	$1.7B	—
META\|FACEBOOK INC	BUY	+5.18%	8.8M	$1.5B	—
TDG\|TRANSDIGM GROUP INC	SELL	-14.94%	1.8M	$563M	—
AMZN\|AMAZON COM INC	SELL	-9.76%	552.3K	$1.1B	—
BABA\|ALIBABA GROUP HLDG LTD	BUY	+27.76%	4.5M	$874M	—
RNG\|RINGCENTRAL INC	BUY	+0.88%	3.3M	$705M	—
UBER\|UBER TECHNOLOGIES INC	SELL	-53.85%	10.0M	$278M	+2.7%
SPOT\|SPOTIFY TECHNOLOGY S A	SELL	-21.31%	2.7M	$333M	-8.7%
FLT1EUR\|FLEETCOR TECHNOLOGIES INC	SELL	-25.00%	1.3M	$242M	—
CVNA\|CARVANA CO	BUY	+22.39%	6.0M	$331M	—
WDAY\|WORKDAY INC	BUY	+733.81%	2.3M	$302M	—
PYPL\|PAYPAL HLDGS INC	SELL	-5.23%	2.3M	$222M	+8.5%
NEW ORIENTAL ED & TECH GRP I	BUY	+48.63%	2.1M	$232M	—
SMARGBP\|SMARTSHEET INC	SELL	-11.91%	4.1M	$172M	—
PLANUSD\|ANAPLAN INC	BUY	+210.20%	6.8M	$206M	—
MA\|MASTERCARD INC	BUY	+16.37%	728.5K	$176M	—
ATH-PA\|ATHENE HLDG LTD	BUY	NEW	7.5M	$185M	—
CRM\|SALESFORCE COM INC	BUY	+53.19%	1.1M	$163M	—
GOOGL\|ALPHABET INC	SELL	-71.32%	30.5K	$35M	+9.4%
DDOG\|DATADOG INC	BUY	+717.90%	3.7M	$132M	—
PTON\|PELOTON INTERACTIVE INC	BUY	NEW	4.2M	$110M	—
ZEN1EUR\|ZENDESK INC	SELL	-39.49%	714.0K	$46M	—
ADBE\|ADOBE INC	BUY	+13.42%	169.0K	$54M	—
WORK\|SLACK TECHNOLOGIES INC	SELL	EXIT	—	—	—
STNE\|STONECO LTD	SELL	-0.04%	768.8K	$17M	+85.4%
CDLX\|CARDLYTICS INC	SELL	-72.55%	124.9K	$4M	+53.1%
DNK\|PHOENIX TREE HLDGS LTD	BUY	NEW	1.9M	$16M	—
ATMP\|BARCLAYS BK PLC	SELL	EXIT	—	—	-16.9%
2019-Q4
MSFT\|MICROSOFT CORP	SELL	-28.78%	10.9M	$1.7B	—
META\|FACEBOOK INC	SELL	-25.86%	8.3M	$1.7B	—
BABA\|ALIBABA GROUP HLDG LTD	SELL	-54.81%	3.5M	$746M	—
AMZN\|AMAZON COM INC	SELL	-13.08%	612.0K	$1.1B	—
FCAU\|FIAT CHRYSLER AUTOMOBILES N	SELL	EXIT	—	—	—
UBER\|UBER TECHNOLOGIES INC	BUY	+224.34%	21.6M	$643M	—
NFLX\|NETFLIX INC	SELL	-27.75%	1.6M	$502M	—
RNG\|RINGCENTRAL INC	BUY	+1.05%	3.3M	$556M	—
SPOT\|SPOTIFY TECHNOLOGY S A	SELL	-14.33%	3.5M	$520M	-9.0%
RUN\|SUNRUN INC	BUY	+3.69%	29.8M	$411M	—
SE\|SEA LTD	SELL	-38.53%	8.4M	$336M	+182.4%
CRM\|SALESFORCE COM INC	SELL	-69.31%	739.0K	$120M	—
TAL\|TAL EDUCATION GROUP	SELL	-38.85%	5.8M	$278M	—
PYPL\|PAYPAL HLDGS INC	BUY	NEW	2.4M	$265M	—
NEW ORIENTAL ED & TECH GRP I	SELL	-38.78%	1.4M	$175M	—
ESTC\|ELASTIC N V	BUY	+444.69%	4.0M	$258M	—
MDB\|MONGODB INC	BUY	+119.95%	1.9M	$252M	—
PDD\|PINDUODUO INC	BUY	+173.19%	5.9M	$224M	—
ZEN1EUR\|ZENDESK INC	SELL	-59.96%	1.2M	$90M	—
MELI\|MERCADOLIBRE INC	SELL	EXIT	—	—	+62.2%
SMARGBP\|SMARTSHEET INC	BUY	+6.50%	4.7M	$211M	—
NOW\|SERVICENOW INC	SELL	-30.25%	557.7K	$157M	—
ADBE\|ADOBE INC	SELL	-79.13%	149.0K	$49M	+20.0%
TWLO\|TWILIO INC	BUY	+76.65%	1.9M	$187M	—
MA\|MASTERCARD INC	BUY	+13.83%	626.0K	$187M	—
TEAM\|ATLASSIAN CORP PLC	BUY	+149.17%	1.5M	$182M	—
NEWREUR\|NEW RELIC INC	SELL	-53.90%	1.3M	$88M	—
GOOGL\|ALPHABET INC	BUY	NEW	106.4K	$142M	—
PLANUSD\|ANAPLAN INC	BUY	+81.64%	2.2M	$115M	—
EGHT\|8X8 INC NEW	BUY	+4.65%	5.0M	$91M	—
ZM\|ZOOM VIDEO COMMUNICATIONS IN	BUY	+2.22%	1.2M	$83M	—
W\|WAYFAIR INC	SELL	EXIT	—	—	-29.8%
STNE\|STONECO LTD	SELL	-47.02%	769.1K	$31M	+62.8%
WDAY\|WORKDAY INC	BUY	+113.85%	278.0K	$46M	—
WORK\|SLACK TECHNOLOGIES INC	BUY	+67.06%	2.0M	$45M	—
SVMKUSD\|SVMK INC	SELL	-0.32%	2.3M	$41M	—
SWCHEUR\|SWITCH INC	SELL	EXIT	—	—	—
CDLX\|CARDLYTICS INC	BUY	NEW	455.1K	$29M	—
BYND\|BEYOND MEAT INC	SELL	EXIT	—	—	-50.2%
ZTO\|ZTO EXPRESS CAYMAN INC	SELL	EXIT	—	—	—
PSTG\|PURE STORAGE INC	SELL	EXIT	—	—	—
RDFN\|REDFIN CORP	SELL	-95.42%	45.3K	$957000	—
FSLY\|FASTLY INC	SELL	EXIT	—	—	-0.0%
XP\|XP INC	BUY	NEW	200.0K	$8M	—
OKTA\|OKTA INC	SELL	EXIT	—	—	—
RISE ED CAYMAN LTD	SELL	EXIT	—	—	—
BILL\|BILL COM HLDGS INC	BUY	NEW	80.0K	$3M	—
FEYECHF\|FIREEYE INC	SELL	EXIT	—	—	—
FITEUR\|FITBIT INC	SELL	EXIT	—	—	—
REAL\|THE REALREAL INC	SELL	EXIT	—	—	-36.6%
SOGOGBP\|SOGOU INC	SELL	EXIT	—	—	—
LC\|LENDINGCLUB CORP	SELL	EXIT	—	—	-11.0%
CLDR\|CLOUDERA INC	SELL	EXIT	—	—	—
2019-Q3
META\|FACEBOOK INC	BUY	+25.02%	11.2M	$2.0B	—
APOEUR\|APOLLO GLOBAL MGMT INC	BUY	NEW	37.7M	$1.4B	—
FCAU\|FIAT CHRYSLER AUTOMOBILES N	SELL	-20.24%	75.2M	$974M	—
BABA\|ALIBABA GROUP HLDG LTD	BUY	+79.71%	7.8M	$1.3B	—
APO\|APOLLO GLOBAL MGMT LLC	SELL	EXIT	—	—	—
SPOT\|SPOTIFY TECHNOLOGY S A	SELL	-2.37%	4.1M	$463M	-7.8%
RUN\|SUNRUN INC	BUY	+31.30%	28.7M	$480M	—
RNG\|RINGCENTRAL INC	BUY	+8.66%	3.3M	$410M	—
CRM\|SALESFORCE COM INC	BUY	+5.29%	2.4M	$357M	—
CVNA\|CARVANA CO	BUY	+73.55%	4.9M	$324M	—
ZEN1EUR\|ZENDESK INC	BUY	+9.07%	2.9M	$215M	—
SVMKUSD\|SVMK INC	SELL	-83.02%	2.3M	$39M	—
NEWREUR\|NEW RELIC INC	BUY	NEW	2.9M	$179M	—
SMARGBP\|SMARTSHEET INC	BUY	+95.94%	4.4M	$159M	—
EB\|EVENTBRITE INC	SELL	EXIT	—	—	-52.1%
MDB\|MONGODB INC	BUY	+118.88%	869.0K	$105M	—
TEAM\|ATLASSIAN CORP PLC	BUY	+16.56%	606.0K	$76M	—
PDD\|PINDUODUO INC	BUY	+99.68%	2.2M	$70M	—
STNE\|STONECO LTD	SELL	-25.77%	1.5M	$50M	+50.8%
W\|WAYFAIR INC	BUY	NEW	510.0K	$57M	—
PLANUSD\|ANAPLAN INC	BUY	NEW	1.2M	$57M	—
WORK\|SLACK TECHNOLOGIES INC	BUY	NEW	1.2M	$29M	—
BYND\|BEYOND MEAT INC	BUY	NEW	175.0K	$26M	—
WDAY\|WORKDAY INC	BUY	NEW	130.0K	$22M	—
RDFN\|REDFIN CORP	SELL	-15.30%	989.0K	$17M	—
DDOG\|DATADOG INC	BUY	NEW	450.0K	$15M	—
PVTL\|PIVOTAL SOFTWARE INC	SELL	EXIT	—	—	—
DT\|DYNATRACE INC	BUY	NEW	500.0K	$9M	—
LKNCY\|LUCKIN COFFEE INC	SELL	EXIT	—	—	+11.9%
LVGO\|LIVONGO HEALTH INC	BUY	NEW	250.0K	$4M	—
DOYU\|DOUYU INTERNATIONAL HLDNGS L	BUY	NEW	400.0K	$3M	—
NET\|CLOUDFLARE INC	BUY	NEW	175.0K	$3M	—
HCAT\|HEALTH CATALYST INC	BUY	NEW	50.0K	$2M	—
MDLA\|MEDALLIA INC	BUY	NEW	50.0K	$1M	—
LC\|LENDINGCLUB CORP	SELL	EXIT	—	—	—
LC\|LENDINGCLUB CORP	BUY	NEW	55.0K	$719000	—
2019-Q2
MSFT\|MICROSOFT CORP	BUY	+14.96%	15.3M	$2.0B	—
JD\|JD COM INC	SELL	-8.64%	52.9M	$1.6B	—
META\|FACEBOOK INC	BUY	+1.55%	9.0M	$1.7B	—
FCAU\|FIAT CHRYSLER AUTOMOBILES N	BUY	+6.74%	94.2M	$1.3B	—
SPOT\|SPOTIFY TECHNOLOGY S A	SELL	-49.27%	4.2M	$608M	-12.6%
NFLX\|NETFLIX INC	BUY	+1.75%	2.1M	$789M	—
BKNG\|BOOKING HLDGS INC	SELL	EXIT	—	—	-6.3%
STNE\|STONECO LTD	SELL	-81.55%	2.0M	$58M	+24.3%
RUN\|SUNRUN INC	BUY	+17.68%	21.9M	$410M	—
RNG\|RINGCENTRAL INC	BUY	+121.58%	3.0M	$345M	—
SVMKUSD\|SVMK INC	SELL	-26.36%	13.6M	$224M	—
DPZ\|DOMINOS PIZZA INC	SELL	EXIT	—	—	—
UBER\|UBER TECHNOLOGIES INC	BUY	NEW	6.7M	$309M	—
EB\|EVENTBRITE INC	SELL	-40.65%	8.3M	$135M	-50.9%
GDS\|GDS HLDGS LTD	BUY	NEW	5.7M	$215M	—
DESPEGAR COM CORP	SELL	-23.94%	9.3M	$129M	—
CVNA\|CARVANA CO	BUY	+38.09%	2.8M	$177M	—
TWLO\|TWILIO INC	BUY	+2.76%	1.1M	$147M	—
SMARGBP\|SMARTSHEET INC	BUY	+880.43%	2.3M	$109M	—
ZM\|ZOOM VIDEO COMMUNICATIONS IN	BUY	NEW	1.2M	$107M	—
TME\|TENCENT MUSIC ENTMT GROUP	SELL	-47.85%	2.7M	$40M	+22.1%
TEAM\|ATLASSIAN CORP PLC	BUY	+3.98%	519.9K	$68M	—
MDB\|MONGODB INC	BUY	+70.90%	397.0K	$60M	—
QSR\|RESTAURANT BRANDS INTL INC	SELL	EXIT	—	—	—
RDFN\|REDFIN CORP	SELL	-36.92%	1.2M	$21M	—
LINX S A	BUY	NEW	3.4M	$31M	—
UXIN\|UXIN LTD	SELL	EXIT	—	—	-74.2%
CHWY\|CHEWY INC	BUY	NEW	800.0K	$28M	—
CRWD\|CROWDSTRIKE HLDGS INC	BUY	NEW	250.0K	$17M	—
NETSHOES CAYMAN LTD	SELL	EXIT	—	—	—
FSLY\|FASTLY INC	BUY	NEW	400.0K	$8M	—
PD\|PAGERDUTY INC	BUY	NEW	150.0K	$7M	—
LKNCY\|LUCKIN COFFEE INC	BUY	NEW	300.0K	$6M	—
REAL\|THE REALREAL INC	BUY	NEW	70.0K	$2M	—
2019-Q1
JD\|JD COM INC	SELL	-0.12%	57.9M	$1.7B	—
MSFT\|MICROSOFT CORP	BUY	+0.95%	13.3M	$1.6B	—
META\|FACEBOOK INC	BUY	+64.52%	8.8M	$1.5B	—
SPOT\|SPOTIFY TECHNOLOGY S A	SELL	-35.93%	8.2M	$1.1B	-12.3%
FCAU\|FIAT CHRYSLER AUTOMOBILES N	BUY	+8.95%	88.3M	$1.3B	—
AMZN\|AMAZON COM INC	SELL	-5.36%	704.1K	$1.3B	—
BABA\|ALIBABA GROUP HLDG LTD	BUY	+5.22%	4.3M	$790M	—
BKNG\|BOOKING HLDGS INC	SELL	-37.17%	283.5K	$495M	-8.5%
NFLX\|NETFLIX INC	BUY	+42.82%	2.1M	$752M	—
DPZ\|DOMINOS PIZZA INC	SELL	-34.58%	1.2M	$316M	—
FLT1EUR\|FLEETCOR TECHNOLOGIES INC	SELL	-3.63%	1.7M	$426M	—
EB\|EVENTBRITE INC	SELL	-2.09%	14.1M	$270M	-16.6%
SVMKUSD\|SVMK INC	SELL	-39.46%	18.4M	$336M	—
TAL\|TAL EDUCATION GROUP	SELL	-1.71%	9.4M	$340M	—
SE\|SEA LTD	BUY	+10.57%	13.6M	$320M	—
RUN\|SUNRUN INC	BUY	+4.30%	18.6M	$261M	—
ADBE\|ADOBE INC	SELL	-30.84%	714.0K	$190M	+5.1%
ZEN1EUR\|ZENDESK INC	SELL	-25.56%	2.7M	$230M	—
NOW\|SERVICENOW INC	SELL	-27.55%	799.6K	$197M	—
DESPEGAR COM CORP	SELL	-0.83%	12.2M	$181M	—
RNG\|RINGCENTRAL INC	BUY	NEW	1.4M	$146M	—
TWLO\|TWILIO INC	BUY	NEW	1.1M	$136M	—
CVNA\|CARVANA CO	BUY	NEW	2.0M	$119M	—
ADSK\|AUTODESK INC	SELL	EXIT	—	—	—
EGHT\|8X8 INC NEW	BUY	NEW	4.7M	$96M	—
UXIN\|UXIN LTD	SELL	-60.89%	7.4M	$28M	-61.7%
QSR\|RESTAURANT BRANDS INTL INC	SELL	-50.00%	793.1K	$52M	—
COUPEUR\|COUPA SOFTWARE INC	SELL	EXIT	—	—	—
ATMP\|BARCLAYS BK PLC	SELL	EXIT	—	—	—
RDFN\|REDFIN CORP	SELL	-21.26%	1.9M	$38M	—
MDB\|MONGODB INC	BUY	NEW	232.3K	$34M	—
ATMP\|BARCLAYS BK PLC	BUY	NEW	881.6K	$26M	—
BILI\|BILIBILI INC	SELL	-90.91%	100.0K	$2M	+60.0%
SMARGBP\|SMARTSHEET INC	BUY	NEW	230.0K	$9M	—
UXIN\|PUXIN LTD	SELL	EXIT	—	—	-62.0%
2018-Q4
AMZN\|AMAZON COM INC	SELL	-37.85%	744.0K	$1.1B	—
SPOT\|SPOTIFY TECHNOLOGY S A	BUY	+0.02%	12.8M	$1.5B	—
MSFT\|MICROSOFT CORP	BUY	+0.47%	13.2M	$1.3B	—
JD\|JD COM INC	BUY	+14.91%	57.9M	$1.2B	—
BKNG\|BOOKING HLDGS INC	SELL	-31.75%	451.2K	$777M	-4.5%
APO\|APOLLO GLOBAL MGMT LLC	BUY	+9.41%	37.7M	$924M	—
FCAU\|FIAT CHRYSLER AUTOMOBILES N	BUY	+30.36%	81.0M	$1.2B	—
BABA\|ALIBABA GROUP HLDG LTD	SELL	-36.41%	4.1M	$564M	—
NFLX\|NETFLIX INC	SELL	-31.53%	1.5M	$395M	—
META\|FACEBOOK INC	BUY	+16.25%	5.4M	$704M	—
TDG\|TRANSDIGM GROUP INC	BUY	+12.04%	2.1M	$703M	—
DPZ\|DOMINOS PIZZA INC	SELL	-11.09%	1.9M	$464M	—
DESPEGAR COM CORP	SELL	-49.29%	12.3M	$152M	—
CRM\|SALESFORCE COM INC	SELL	-3.02%	2.3M	$313M	—
ADSK\|AUTODESK INC	SELL	-62.07%	879.0K	$113M	—
FLT1EUR\|FLEETCOR TECHNOLOGIES INC	BUY	+59.87%	1.8M	$333M	—
NOW\|SERVICENOW INC	SELL	-32.91%	1.1M	$197M	—
MELI\|MERCADOLIBRE INC	SELL	-57.45%	389.5K	$114M	-4.1%
TAL\|TAL ED GROUP	SELL	-18.06%	9.6M	$256M	—
ADBE\|ADOBE INC	BUY	+97.40%	1.0M	$234M	—
AAPL\|APPLE INC	SELL	EXIT	—	—	-7.8%
NEW ORIENTAL ED & TECH GRP I	SELL	-22.86%	2.4M	$129M	—
ZEN1EUR\|ZENDESK INC	BUY	+15.49%	3.6M	$212M	—
STNE\|STONECO LTD	BUY	NEW	10.6M	$195M	—
TWTRUSD\|TWITTER INC	SELL	EXIT	—	—	—
RUN\|SUNRUN INC	BUY	+19.66%	17.8M	$194M	—
UXIN\|UXIN LTD	SELL	-25.93%	19.0M	$92M	-39.7%
SE\|SEA LTD	BUY	+7.31%	12.3M	$139M	—
MA\|MASTERCARD INCORPORATED	SELL	-8.78%	549.9K	$104M	—
V\|VISA INC	SELL	-79.45%	163.0K	$22M	—
QSR\|RESTAURANT BRANDS INTL INC	SELL	-16.51%	1.6M	$83M	—
COUPEUR\|COUPA SOFTWARE INC	SELL	-10.31%	1.3M	$80M	—
TWLO\|TWILIO INC	SELL	EXIT	—	—	+5.4%
BILI\|BILIBILI INC	SELL	-81.16%	1.1M	$16M	+26.0%
TME\|TENCENT MUSIC ENTMT GROUP	BUY	NEW	5.2M	$68M	—
MDB\|MONGODB INC	SELL	EXIT	—	—	—
ESTC\|ELASTIC N V	BUY	NEW	738.0K	$53M	—
RDFN\|REDFIN CORP	SELL	-0.08%	2.4M	$34M	—
PDD\|PINDUODUO INC	SELL	-16.31%	1.1M	$24M	+4.5%
BEDUUSD\|BRIGHT SCHOLAR ED HLDGS LTD	SELL	EXIT	—	—	—
HUYA\|HUYA INC	SELL	-54.00%	362.0K	$6M	-39.0%
UXIN\|PUXIN LTD	SELL	-42.22%	404.5K	$2M	-40.3%
SWIUSD\|SOLARWINDS CORP	BUY	NEW	200.0K	$3M	—
2018-Q3
JD\|JD COM INC	BUY	+23.59%	50.4M	$1.3B	—
MSFT\|MICROSOFT CORP	SELL	-0.34%	13.1M	$1.5B	—
BKNG\|BOOKING HLDGS INC	BUY	+0.61%	661.1K	$1.3B	—
META\|FACEBOOK INC	SELL	-23.53%	4.6M	$760M	—
FCAU\|FIAT CHRYSLER AUTOMOBILES N	BUY	+138.66%	62.2M	$1.1B	—
BABA\|ALIBABA GROUP HLDG LTD	BUY	+45.55%	6.5M	$1.1B	—
TDG\|TRANSDIGM GROUP INC	SELL	-24.26%	1.8M	$687M	—
DESPEGAR COM CORP	SELL	-19.88%	24.2M	$408M	—
EB\|EVENTBRITE INC	BUY	NEW	14.4M	$545M	—
TWTRUSD\|TWITTER INC	SELL	-41.39%	6.9M	$195M	—
SVMKUSD\|SVMK INC	BUY	NEW	30.5M	$488M	—
MELI\|MERCADOLIBRE INC	SELL	-38.41%	915.5K	$312M	+0.0%
TAL\|TAL ED GROUP	BUY	+16.24%	11.7M	$301M	—
NOW\|SERVICENOW INC	BUY	+7.94%	1.6M	$322M	—
NEW ORIENTAL ED & TECH GRP I	BUY	+6.31%	3.1M	$226M	—
AAPL\|APPLE INC	BUY	NEW	1.0M	$231M	—
UXIN\|UXIN LTD	BUY	+2.98%	25.7M	$174M	—
ZEN1EUR\|ZENDESK INC	BUY	NEW	3.1M	$223M	—
RUN\|SUNRUN INC	BUY	+6.83%	14.9M	$185M	—
SE\|SEA LTD	BUY	+40.65%	11.5M	$159M	—
ADBE\|ADOBE SYS INC	BUY	+82.23%	523.0K	$141M	—
TWLO\|TWILIO INC	BUY	NEW	1.0M	$89M	—
GDS\|GDS HLDGS LTD	SELL	EXIT	—	—	-3.1%
MDB\|MONGODB INC	BUY	NEW	697.7K	$57M	—
RDFN\|REDFIN CORP	SELL	-0.02%	2.4M	$44M	—
HUYA\|HUYA INC	SELL	-28.92%	786.9K	$19M	-3.2%
PDD\|PINDUODUO INC	BUY	NEW	1.3M	$34M	—
SWCHEUR\|SWITCH INC	BUY	+174.44%	2.5M	$27M	—
FTCHQ\|FARFETCH LTD	BUY	NEW	500.0K	$14M	—
TENB\|TENABLE HLDGS INC	BUY	NEW	150.0K	$6M	—
2018-Q2
SPOT\|SPOTIFY TECHNOLOGY S A	BUY	NEW	12.8M	$2.2B	—
JD\|JD COM INC	SELL	-1.58%	40.8M	$1.6B	—
MSFT\|MICROSOFT CORP	SELL	-0.43%	13.2M	$1.3B	—
META\|FACEBOOK INC	BUY	+5.40%	6.0M	$1.2B	—
APO\|APOLLO GLOBAL MGMT LLC	BUY	+0.29%	34.4M	$1.1B	—
TDG\|TRANSDIGM GROUP INC	SELL	-11.97%	2.4M	$840M	—
BABA\|ALIBABA GROUP HLDG LTD	BUY	+16.22%	4.4M	$825M	—
TWTRUSD\|TWITTER INC	BUY	+23.80%	11.7M	$511M	—
MELI\|MERCADOLIBRE INC	BUY	+86.82%	1.5M	$444M	—
CRM\|SALESFORCE COM INC	BUY	+4.43%	2.4M	$322M	—
ADSK\|AUTODESK INC	BUY	+2.75%	2.3M	$304M	—
NOW\|SERVICENOW INC	BUY	+325.96%	1.5M	$263M	—
UXIN\|UXIN LTD	BUY	NEW	24.9M	$225M	—
RUN\|SUNRUN INC	BUY	+142.69%	13.9M	$183M	—
RDFN\|REDFIN CORP	SELL	-69.40%	2.4M	$54M	—
SE\|SEA LTD	BUY	+250.00%	8.1M	$122M	—
COUPEUR\|COUPA SOFTWARE INC	BUY	NEW	1.4M	$88M	—
BILI\|BILIBILI INC	BUY	+0.49%	5.8M	$82M	—
ADBE\|ADOBE SYS INC	BUY	NEW	287.0K	$70M	—
GDS\|GDS HLDGS LTD	BUY	NEW	1.5M	$62M	—
EHI CAR SVCS LTD	SELL	EXIT	—	—	—
HUYA\|HUYA INC	BUY	NEW	1.1M	$36M	—
BEDUUSD\|BRIGHT SCHOLAR ED HLDGS LTD	BUY	+27.72%	2.0M	$34M	—
ATMP\|BARCLAYS BK PLC	BUY	+69.22%	881.6K	$33M	—
PVTL\|PIVOTAL SOFTWARE INC	BUY	NEW	1.3M	$32M	—
DOCU\|DOCUSIGN INC	BUY	NEW	300.0K	$16M	—
UXIN\|PUXIN LTD	BUY	NEW	700.0K	$15M	—
SINA CORP	SELL	EXIT	—	—	—
ARCC\|ARES CAP CORP	SELL	EXIT	—	—	+4.1%
DAY\|CERIDIAN HCM HLDG INC	BUY	NEW	170.0K	$6M	—
AVLRUSD\|AVALARA INC	BUY	NEW	100.0K	$5M	—
UAL\|UNITED CONTL HLDGS INC	SELL	EXIT	—	—	+2.0%
2018-Q1
AMZN\|AMAZON COM INC	BUY	+7.26%	1.2M	$1.7B	—
JD\|JD COM INC	BUY	+1.01%	41.4M	$1.7B	—
PCLN\|PRICELINE GRP INC	SELL	EXIT	—	—	—
BKNG\|BOOKING HLDGS INC	BUY	NEW	657.1K	$1.4B	—
MSFT\|MICROSOFT CORP	BUY	+37.76%	13.2M	$1.2B	—
APO\|APOLLO GLOBAL MGMT LLC	BUY	+0.29%	34.3M	$1.0B	—
META\|FACEBOOK INC	BUY	+136.61%	5.7M	$916M	—
TDG\|TRANSDIGM GROUP INC	BUY	+44.07%	2.8M	$849M	—
BABA\|ALIBABA GROUP HLDG LTD	BUY	+0.63%	3.8M	$702M	—
NFLX\|NETFLIX INC	BUY	+22.98%	2.2M	$637M	—
FCAU\|FIAT CHRYSLER AUTOMOBILES N	BUY	+17.74%	26.0M	$535M	—
DPZ\|DOMINOS PIZZA INC	BUY	+1.46%	2.1M	$492M	—
MELI\|MERCADOLIBRE INC	BUY	NEW	795.7K	$284M	—
ADSK\|AUTODESK INC	BUY	+4.40%	2.3M	$283M	—
TWTRUSD\|TWITTER INC	BUY	NEW	9.5M	$274M	—
FLT1EUR\|FLEETCOR TECHNOLOGIES INC	SELL	-18.66%	1.1M	$227M	—
CRM\|SALESFORCE COM INC	BUY	+203.09%	2.3M	$263M	—
CMCSA\|COMCAST CORP NEW	SELL	EXIT	—	—	—
MA\|MASTERCARD INCORPORATED	SELL	-34.18%	602.8K	$106M	—
GOOG\|ALPHABET INC	SELL	EXIT	—	—	—
NOW\|SERVICENOW INC	SELL	-56.70%	357.8K	$59M	—
EHI CAR SVCS LTD	SELL	-36.84%	5.3M	$62M	—
CHTR\|CHARTER COMMUNICATIONS INC N	SELL	EXIT	—	—	—
ETSY\|ETSY INC	SELL	EXIT	—	—	—
GOOGL\|ALPHABET INC	SELL	EXIT	—	—	—
BILI\|BILIBILI INC	BUY	NEW	5.8M	$64M	—
RUN\|SUNRUN INC	BUY	NEW	5.7M	$51M	—
SE\|SEA LTD	BUY	NEW	2.3M	$26M	—
BEDUUSD\|BRIGHT SCHOLAR ED HLDGS LTD	BUY	NEW	1.6M	$24M	—
IQ\|IQIYI INC	BUY	NEW	1.0M	$16M	—
CTRPUSD\|CTRIP COM INTL LTD	SELL	EXIT	—	—	—
ARCC\|ARES CAP CORP	BUY	NEW	719.6K	$11M	—
TDOC\|TELADOC INC	SELL	EXIT	—	—	—
DBX\|DROPBOX INC	BUY	NEW	200.0K	$6M	—
HTT\|QUDIAN INC	SELL	EXIT	—	—	—
ONESMART INTL ED GROUP LTD	BUY	NEW	320.0K	$3M	—
STG\|SUNLANDS ONLINE ED GROUP	BUY	NEW	300.0K	$2M	—
UAL\|UNITED CONTL HLDGS INC	BUY	NEW	22.5K	$2M	—

Stock Click to search	Held Period	Cost Basis	Sale Proceeds	Realized Gain	Return ⓘ	CAGR ⓘ
CRWD\|CROWDSTRIKE HLDGS INC	2019-Q2 → 2025-Q3 (6.2y)	$900.6M	$1.8B	$+935.0M	+103.8%	+12.1%
LLY\|ELI LILLY & CO	2023-Q2 → 2025-Q3 (2.2y)	$917.1M	$1.2B	$+236.3M	+25.8%	+10.8%
NVO\|NOVO-NORDISK A S	2023-Q2 → 2025-Q3 (2.2y)	$109.5M	$71.5M	$-38.0M	-34.7%	-17.3%
ZKH\|ZKH GROUP LTD	2024-Q2 → 2025-Q3 (1.2y)	$97.9M	$24.5M	$-73.4M	-75.0%	-67.1%
TTAN\|SERVICETITAN INC	2024-Q4 → 2025-Q2 (0.5y)	$136.1M	$149.1M	$+13.0M	+9.5%	+20.0%
DDOG\|DATADOG INC	2019-Q3 → 2025-Q1 (5.5y)	$811.2M	$1.1B	$+328.8M	+40.5%	+6.4%
QCOM\|QUALCOMM INC	2024-Q2 → 2025-Q1 (0.7y)	$351.0M	$299.3M	$-51.8M	-14.8%	-19.2%
OKLO\|OKLO INC	2021-Q3 → 2025-Q1 (3.5y)	$39.4M	$104.2M	$+64.8M	+164.6%	+32.2%
DDL\|DINGDONG CAYMAN LTD	2021-Q2 → 2025-Q1 (3.7y)	$80.3M	$60.6M	$-19.6M	-24.5%	-7.2%
ARM\|ARM HOLDINGS PLC	2023-Q3 → 2025-Q1 (1.5y)	$16.2M	$42.3M	$+26.1M	+161.4%	+90.2%
RBRK\|RUBRIK INC.	2024-Q2 → 2025-Q1 (0.7y)	$8.2M	$17.3M	$+9.0M	+110.1%	+170.1%
SARO\|STANDARDAERO INC	2024-Q4 → 2025-Q1 (0.2y)	$4.6M	$4.3M	$-300.0K	-6.5%	-6.5%
KVYO\|KLAVIYO INC	2023-Q3 → 2025-Q1 (1.5y)	$1.2M	$1.4M	$+217.9K	+18.1%	+11.8%
STNE\|STONECO LTD	2018-Q4 → 2024-Q4 (6.0y)	$238.3M	$294.7M	$+56.4M	+23.7%	+3.6%
TOST\|TOAST INC	2021-Q3 → 2024-Q4 (3.2y)	$434.6M	$272.5M	$-162.1M	-37.3%	-13.4%
GTM\|ZOOMINFO TECHNOLOGIES INC	2020-Q2 → 2024-Q4 (2.0y)	$298.2M	$145.8M	$-152.3M	-51.1%	-30.1%
LRCX\|LAM RESEARCH CORP	2023-Q1 → 2024-Q4 (1.7y)	$22.6M	$31.2M	$+8.6M	+38.2%	+20.4%
DXCM\|DEXCOM INC	2023-Q4 → 2024-Q3 (0.7y)	$116.9M	$82.9M	$-34.0M	-29.1%	-36.8%
ALAB\|ASTERA LABS INC	2024-Q1 → 2024-Q3 (0.5y)	$5.2M	$3.1M	$-2.1M	-40.9%	-65.2%
FRSH\|FRESHWORKS INC	2021-Q3 → 2024-Q2 (2.7y)	$108.9M	$79.0M	$-29.9M	-27.5%	-11.1%
CART\|MAPLEBEAR INC	2023-Q3 → 2024-Q2 (0.7y)	$48.5M	$60.3M	$+11.8M	+24.2%	+33.7%
PGY\|PAGAYA TECHNOLOGIES LTD	2022-Q3 → 2023-Q4 (1.2y)	$10.0B	$1.3B	$-8.7B	-86.9%	-80.5%
SNOW\|SNOWFLAKE INC	2020-Q3 → 2023-Q4 (3.2y)	$1.9B	$1.1B	$-790.4M	-41.9%	-15.4%
INTU\|INTUIT	2020-Q4 → 2023-Q4 (3.0y)	$532.3M	$679.1M	$+146.8M	+27.6%	+8.5%
PTON\|PELOTON INTERACTIVE INC	2020-Q1 → 2023-Q4 (3.7y)	$612.1M	$472.4M	$-139.7M	-22.8%	-6.7%
COIN\|COINBASE GLOBAL INC	2021-Q2 → 2023-Q4 (2.5y)	$711.1M	$447.9M	$-263.3M	-37.0%	-16.9%
BZ\|KANZHUN LIMITED	2021-Q2 → 2023-Q4 (2.5y)	$463.0M	$318.4M	$-144.6M	-31.2%	-13.9%
HUBS\|HUBSPOT INC	2022-Q3 → 2023-Q4 (1.2y)	$279.0M	$305.3M	$+26.3M	+9.4%	+7.5%
CFLT\|CONFLUENT INC	2021-Q2 → 2023-Q4 (1.0y)	$205.1M	$193.7M	$-11.4M	-5.6%	-5.6%
BABA\|ALIBABA GROUP HLDG LTD	2023-Q3 → 2023-Q4 (0.2y)	$135.3M	$118.9M	$-16.4M	-12.1%	-12.1%
KKR\|KKR & CO INC	2023-Q1 → 2023-Q4 (0.7y)	$27.6M	$33.7M	$+6.1M	+22.3%	+30.9%
ODD\|ODDITY TECH LTD	2023-Q3 → 2023-Q4 (0.2y)	$5.8M	$4.4M	$-1.4M	-24.4%	-24.4%
DLO\|DLOCAL LTD	2021-Q2 → 2023-Q3 (2.2y)	$269.6M	$163.4M	$-106.2M	-39.4%	-20.0%
KPLT\|KATAPULT HOLDINGS INC	2021-Q2 → 2023-Q3 (2.2y)	$1.6B	$125.3M	$-1.4B	-92.0%	-67.5%
XYZ\|BLOCK INC	2020-Q4 → 2023-Q2 (2.5y)	$656.4M	$390.5M	$-265.9M	-40.5%	-18.8%
S\|SENTINELONE INC	2021-Q2 → 2023-Q2 (2.0y)	$289.0M	$216.9M	$-72.1M	-24.9%	-13.4%
AAPL\|APPLE INC	2023-Q1 → 2023-Q2 (0.2y)	$128.0M	$147.2M	$+19.2M	+15.0%	+15.0%
XP\|XP INC	2023-Q1 → 2023-Q2 (0.2y)	$101.9M	$116.4M	$+14.5M	+14.2%	+14.2%
MDB\|MONGODB INC	2022-Q4 → 2023-Q2 (0.5y)	$41.5M	$62.0M	$+20.5M	+49.4%	+123.7%
AMAT\|APPLIED MATLS INC	2023-Q1 → 2023-Q2 (0.2y)	$48.6M	$51.1M	$+2.4M	+5.0%	+5.0%
WEAV\|WEAVE COMMUNICATIONS INC	2021-Q4 → 2023-Q2 (1.5y)	$118.9M	$44.3M	$-74.6M	-62.8%	-48.4%
ONTF\|ON24 INC	2021-Q1 → 2023-Q2 (2.2y)	$104.5M	$28.3M	$-76.3M	-72.9%	-44.2%
PANW\|PALO ALTO NETWORKS INC	2023-Q1 → 2023-Q2 (0.2y)	$21.8M	$25.5M	$+3.7M	+16.9%	+16.9%
LW\|LAMB WESTON HLDGS INC	2022-Q2 → 2023-Q2 (1.0y)	$11.9M	$20.1M	$+8.2M	+69.2%	+69.5%
MBLY\|MOBILEYE GLOBAL INC	2022-Q4 → 2023-Q2 (0.5y)	$13.3M	$18.2M	$+4.9M	+36.5%	+86.8%
JOBY\|JOBY AVIATION INC	2021-Q3 → 2023-Q2 (1.7y)	$5.0M	$2.5M	$-2.5M	-50.5%	-33.2%
RBLX\|ROBLOX CORP	2021-Q1 → 2023-Q1 (2.0y)	$2.8B	$3.3B	$+456.5M	+16.2%	+7.8%
PDD\|PINDUODUO INC	2023-Q3 → 2023-Q1 (4.5y)	$1.0B	$808.5M	$-237.5M	-22.7%	-5.6%
WRBY\|WARBY PARKER INC	2021-Q3 → 2023-Q1 (1.5y)	$824.6M	$714.4M	$-110.2M	-13.4%	-9.2%
APP\|APPLOVIN CORP	2021-Q2 → 2023-Q1 (0.5y)	$153.2M	$67.4M	$-85.8M	-56.0%	-80.8%
MTCH\|MATCH GROUP INC NEW	2022-Q4 → 2023-Q1 (0.2y)	$65.1M	$63.7M	$-1.3M	-2.0%	-2.0%
JOBY\|JOBY AVIATION INC	2021-Q3 → 2023-Q1 (1.5y)	$19.9M	$9.6M	$-10.4M	-52.0%	-38.8%
DASH\|DOORDASH INC	2020-Q4 → 2022-Q4 (2.0y)	$1.9B	$925.9M	$-966.8M	-51.1%	-30.1%
LI\|LI AUTO INC	2020-Q3 → 2022-Q4 (2.2y)	$706.6M	$502.4M	$-204.2M	-28.9%	-14.1%
DV\|DOUBLEVERIFY HLDGS INC	2021-Q2 → 2022-Q4 (1.5y)	$485.6M	$382.5M	$-103.1M	-21.2%	-14.8%
RNG\|RINGCENTRAL INC	2019-Q1 → 2022-Q4 (3.7y)	$780.7M	$235.6M	$-545.1M	-69.8%	-27.4%
FUTU\|FUTU HLDGS LTD	2021-Q1 → 2022-Q4 (1.7y)	$515.6M	$173.5M	$-342.2M	-66.4%	-46.5%
TSM\|TAIWAN SEMICONDUCTOR MFG LTD	2022-Q3 → 2022-Q4 (0.2y)	$109.9M	$97.8M	$-12.1M	-11.0%	-11.0%
VTEX\|VTEX	2021-Q3 → 2022-Q4 (1.2y)	$277.0M	$59.8M	$-217.3M	-78.4%	-70.8%
EGHT\|8X8 INC NEW	2019-Q1 → 2022-Q4 (3.7y)	$174.0M	$57.0M	$-117.0M	-67.2%	-25.8%
BLND\|BLEND LABS INC	2021-Q3 → 2022-Q4 (1.2y)	$337.1M	$55.8M	$-281.3M	-83.5%	-76.4%
PYPL\|PAYPAL HLDGS INC	2022-Q3 → 2022-Q4 (0.2y)	$5.0M	$4.4M	$-606.0K	-12.2%	-12.2%
DAVE\|DAVE INC	2022-Q1 → 2022-Q3 (0.5y)	$3.2B	$678.8M	$-2.5B	-78.8%	-95.6%
PCOR\|PROCORE TECHNOLOGIES INC	2021-Q2 → 2022-Q3 (1.2y)	$823.9M	$590.3M	$-233.6M	-28.4%	-23.5%
CVNA\|CARVANA CO	2019-Q1 → 2022-Q3 (3.5y)	$963.1M	$380.9M	$-582.2M	-60.5%	-23.4%
XPEV\|XPENG INC	2020-Q3 → 2022-Q3 (2.0y)	$537.9M	$335.0M	$-202.9M	-37.7%	-21.1%
MNDY\|MONDAY COM LTD	2021-Q2 → 2022-Q3 (1.2y)	$397.4M	$243.3M	$-154.1M	-38.8%	-32.6%
ONMD\|1LIFE HEALTHCARE INC	2020-Q4 → 2022-Q3 (1.7y)	$101.1M	$182.3M	$+81.2M	+80.3%	+40.2%
YMM\|FULL TRUCK ALLIANCE CO LTD	2021-Q4 → 2022-Q3 (0.7y)	$162.1M	$82.8M	$-79.3M	-48.9%	-59.3%
IOT\|SAMSARA INC	2022-Q2 → 2022-Q3 (0.2y)	$55.3M	$66.0M	$+10.7M	+19.3%	+19.3%
GTLB\|GITLAB INC	2021-Q4 → 2022-Q3 (0.7y)	$60.9M	$45.1M	$-15.8M	-25.9%	-33.1%
ZG\|ZILLOW GROUP INC	2022-Q2 → 2022-Q3 (0.2y)	$9.0M	$7.9M	$-1.1M	-12.1%	-12.1%
ZM\|ZOOM VIDEO COMMUNICATIONS IN	2019-Q2 → 2022-Q2 (3.0y)	$1.7B	$974.1M	$-729.4M	-42.8%	-17.1%
DOCU\|DOCUSIGN INC	2018-Q2 → 2022-Q2 (4.0y)	$1.6B	$786.6M	$-826.3M	-51.2%	-16.5%
TWLO\|TWILIO INC	2018-Q3 → 2022-Q2 (3.2y)	$215.6M	$573.1M	$+357.5M	+165.8%	+35.2%
PATH\|UIPATH INC	2021-Q2 → 2022-Q2 (1.0y)	$757.8M	$395.1M	$-362.7M	-47.9%	-48.0%
ESTC\|ELASTIC N V	2018-Q4 → 2022-Q2 (3.5y)	$293.3M	$333.7M	$+40.4M	+13.8%	+3.8%
HOOD\|ROBINHOOD MKTS INC	2021-Q3 → 2022-Q2 (0.7y)	$610.2M	$172.4M	$-437.8M	-71.7%	-81.6%
PRM\|PERIMETER SOLUTIONS SA	2021-Q4 → 2022-Q2 (0.5y)	$126.1M	$113.8M	$-12.3M	-9.8%	-18.6%
OSCR\|OSCAR HEALTH INC	2021-Q1 → 2022-Q2 (1.2y)	$214.4M	$78.0M	$-136.4M	-63.6%	-55.6%
NXDR\|NEXTDOOR HOLDINGS INC	2021-Q4 → 2022-Q2 (0.5y)	$26.7M	$12.8M	$-13.9M	-52.1%	-77.2%
OKTA\|OKTA INC	2021-Q3 → 2022-Q2 (0.7y)	$1.4M	$543.7K	$-848.7K	-61.0%	-71.6%
RUN\|SUNRUN INC	2018-Q1 → 2022-Q1 (4.0y)	$375.6M	$1.6B	$+1.2B	+325.6%	+43.8%
ADBE\|ADOBE SYSTEMS INCORPORATED	2018-Q2 → 2022-Q1 (3.7y)	$526.5M	$598.0M	$+71.5M	+13.6%	+3.5%
YSG\|YATSEN HLDG LTD	2020-Q4 → 2022-Q1 (1.2y)	$1.6B	$473.2M	$-1.2B	-71.0%	-63.0%
DNA\|GINKGO BIOWORKS HOLDINGS INC	2021-Q3 → 2022-Q1 (0.5y)	$966.1M	$468.5M	$-497.6M	-51.5%	-76.6%
GDS\|GDS HLDGS LTD	2018-Q2 → 2022-Q1 (2.7y)	$206.6M	$387.6M	$+181.0M	+87.6%	+25.8%
ASAN\|ASANA INC	2020-Q3 → 2022-Q1 (1.5y)	$53.4M	$202.8M	$+149.5M	+280.1%	+144.3%
BKSY\|BLACKSKY TECHNOLOGY INC	2021-Q3 → 2022-Q1 (0.5y)	$400.0M	$105.6M	$-294.4M	-73.6%	-93.1%
ABNB\|AIRBNB INC	2020-Q4 → 2022-Q1 (1.2y)	$96.7M	$102.7M	$+6.0M	+6.2%	+5.0%
PLTK\|PLAYTIKA HLDG CORP	2021-Q1 → 2022-Q1 (1.0y)	$162.6M	$98.9M	$-63.6M	-39.1%	-39.2%
DOCN\|DIGITALOCEAN HLDGS INC	2021-Q1 → 2022-Q1 (1.0y)	$70.8M	$98.9M	$+28.2M	+39.8%	+40.0%
JAMF\|JAMF HLDG CORP	2020-Q3 → 2022-Q1 (1.5y)	$107.1M	$95.0M	$-12.1M	-11.3%	-7.7%
DNA\|GINKGO BIOWORKS HOLDINGS INC	2021-Q3 → 2022-Q1 (0.5y)	$193.2M	$93.7M	$-99.5M	-51.5%	-76.6%
SPIR\|SPIRE GLOBAL INC	2021-Q3 → 2022-Q1 (0.5y)	$398.4M	$92.0M	$-306.4M	-76.9%	-94.7%
CPNG\|COUPANG INC	2021-Q1 → 2022-Q1 (1.0y)	$162.3M	$75.1M	$-87.2M	-53.7%	-53.9%
BEKE\|KE HLDGS INC	2020-Q3 → 2022-Q1 (1.5y)	$149.8M	$74.8M	$-75.1M	-50.1%	-37.2%
TASK\|TASKUS INC	2021-Q4 → 2022-Q1 (0.2y)	$101.5M	$59.0M	$-42.5M	-41.9%	-41.9%
GDRX\|GOODRX HLDGS INC	2020-Q3 → 2022-Q1 (1.5y)	$115.9M	$58.7M	$-57.2M	-49.3%	-36.5%
RIVN\|RIVIAN AUTOMOTIVE INC	2021-Q4 → 2022-Q1 (0.2y)	$86.7M	$45.8M	$-40.9M	-47.2%	-47.2%
CMRC\|BIGCOMMERCE HLDGS INC	2020-Q3 → 2022-Q1 (1.5y)	$107.7M	$38.9M	$-68.9M	-63.9%	-49.4%
API\|AGORA INC	2020-Q2 → 2022-Q1 (1.7y)	$72.6M	$38.1M	$-34.5M	-47.5%	-30.9%
DOCS\|DOXIMITY INC	2021-Q2 → 2022-Q1 (0.7y)	$41.7M	$37.3M	$-4.4M	-10.6%	-13.9%
AMWL\|AMERICAN WELL CORP	2020-Q3 → 2022-Q1 (1.5y)	$221.8M	$33.8M	$-187.9M	-84.7%	-71.6%
BMBL\|BUMBLE INC	2021-Q1 → 2022-Q1 (1.0y)	$67.3M	$28.6M	$-38.7M	-57.4%	-57.6%
AVPT\|AVEPOINT INC	2021-Q3 → 2022-Q1 (0.5y)	$49.4M	$28.2M	$-21.1M	-42.8%	-67.4%
JTKWY\|JUST EAT TAKEAWAY COM N V	2021-Q2 → 2022-Q1 (0.7y)	$60.1M	$27.8M	$-32.4M	-53.8%	-64.5%
FROG\|JFROG LTD	2020-Q3 → 2022-Q1 (1.5y)	$74.0M	$25.1M	$-48.9M	-66.1%	-51.5%
MQ\|MARQETA INC	2021-Q4 → 2022-Q1 (0.2y)	$48.3M	$24.6M	$-23.7M	-49.1%	-49.1%
DT\|DYNATRACE INC	2019-Q3 → 2022-Q1 (2.5y)	$11.6M	$23.5M	$+11.9M	+103.5%	+33.0%
AI\|C3 AI INC	2020-Q4 → 2022-Q1 (1.2y)	$137.6M	$23.5M	$-114.1M	-82.9%	-75.8%
KB\|KNOWBE4 INC	2021-Q2 → 2022-Q1 (0.7y)	$20.0M	$19.9M	$-147.2K	-0.7%	-1.0%
HUYA\|HUYA INC	2018-Q2 → 2022-Q1 (3.7y)	$32.9M	$19.0M	$-13.9M	-42.2%	-13.7%
NET\|CLOUDFLARE INC	2019-Q3 → 2022-Q1 (2.5y)	$3.4M	$18.2M	$+14.8M	+432.2%	+95.6%
BRZE\|BRAZE INC	2021-Q4 → 2022-Q1 (0.2y)	$25.6M	$17.5M	$-8.1M	-31.6%	-31.6%
DH\|DEFINITIVE HEALTHCARE CORP	2021-Q3 → 2022-Q1 (0.5y)	$26.6M	$13.8M	$-12.8M	-48.0%	-73.1%
DUOL\|DUOLINGO INC	2021-Q3 → 2022-Q1 (0.5y)	$21.0M	$13.7M	$-7.3M	-34.6%	-57.4%
NCNO\|NCINO INC	2020-Q3 → 2022-Q1 (1.5y)	$21.7M	$12.5M	$-9.2M	-42.3%	-30.8%
SRAD\|SPORTRADAR GROUP AG	2021-Q3 → 2022-Q1 (0.5y)	$19.5M	$10.5M	$-9.0M	-46.3%	-71.3%
GRAB\|GRAB HOLDINGS LIMITED	2021-Q4 → 2022-Q1 (0.2y)	$19.0M	$9.9M	$-9.0M	-47.6%	-47.6%
AFRM\|AFFIRM HLDGS INC	2021-Q1 → 2022-Q1 (1.0y)	$19.9M	$9.3M	$-10.6M	-53.3%	-53.4%
DOYU\|DOUYU INTL HLDGS LTD	2019-Q3 → 2022-Q1 (2.5y)	$37.1M	$9.1M	$-28.0M	-75.5%	-43.2%
EXFY\|EXPENSIFY INC	2021-Q4 → 2022-Q1 (0.2y)	$10.0M	$6.3M	$-3.7M	-37.0%	-37.0%
PD\|PAGERDUTY INC	2019-Q2 → 2022-Q1 (2.7y)	$7.4M	$4.9M	$-2.5M	-34.0%	-14.1%
DBX\|DROPBOX INC	2018-Q1 → 2022-Q1 (4.0y)	$6.1M	$4.7M	$-1.4M	-22.6%	-6.2%
VERX\|VERTEX INC	2020-Q3 → 2022-Q1 (1.5y)	$7.8M	$4.5M	$-3.3M	-42.8%	-31.2%
ALKT\|ALKAMI TECHNOLOGY INC	2021-Q2 → 2022-Q1 (0.7y)	$5.2M	$2.2M	$-3.0M	-57.3%	-68.0%
GRAB\|GRAB HOLDINGS LIMITED	2021-Q4 → 2022-Q1 (0.2y)	$3.8M	$2.0M	$-1.8M	-47.6%	-47.6%
HCAT\|HEALTH CATALYST INC	2019-Q3 → 2022-Q1 (2.5y)	$2.0M	$1.4M	$-571.5K	-28.9%	-12.8%
NABL\|N-ABLE INC	2021-Q3 → 2022-Q1 (0.5y)	$1.4M	$1.1M	$-306.0K	-22.4%	-40.0%
YQ\|17 ED & TECHNOLOGY GROUP INC	2021-Q4 → 2022-Q1 (0.2y)	$1.9M	$876.0K	$-1.1M	-54.9%	-54.9%
SEMR\|SEMRUSH HLDGS INC	2021-Q1 → 2022-Q1 (1.0y)	$116.0K	$162.9K	$+46.9K	+40.4%	+40.6%
KC\|KINGSOFT CLOUD HLDGS LTD	2020-Q2 → 2022-Q1 (1.7y)	$222.6K	$73.7K	$-148.8K	-66.9%	-46.9%
ROOT\|ROOT INC	2021-Q1 → 2021-Q4 (0.7y)	$1.0B	$317.7M	$-731.1M	-69.7%	-79.8%
YQ\|17 ED & TECHNOLOGY GROUP INC	2020-Q4 → 2021-Q4 (1.0y)	$557.0M	$103.6M	$-453.4M	-81.4%	-81.5%
TUYA\|TUYA INC	2021-Q1 → 2021-Q4 (0.7y)	$59.0M	$18.4M	$-40.6M	-68.8%	-79.0%
ASO\|ACADEMY SPORTS & OUTDOORS IN	2020-Q4 → 2021-Q2 (0.5y)	$28.3M	$59.6M	$+31.3M	+110.9%	+347.2%
GOTU\|GSX TECHEDU INC	2020-Q3 → 2021-Q1 (0.5y)	$264.3M	$265.3M	$+951.5K	+0.4%	+0.7%
BILI\|BILIBILI INC	2018-Q1 → 2020-Q4 (2.7y)	$65.0M	$89.1M	$+24.1M	+37.2%	+12.2%
TME\|TENCENT MUSIC ENTMT GROUP	2018-Q4 → 2020-Q4 (2.0y)	$64.1M	$81.0M	$+16.8M	+26.2%	+12.4%
CDLX\|CARDLYTICS INC	2019-Q4 → 2020-Q4 (1.0y)	$24.9M	$41.7M	$+16.8M	+67.3%	+67.6%
FTCHQ\|FARFETCH LTD	2018-Q3 → 2020-Q4 (2.2y)	$14.1M	$21.9M	$+7.8M	+55.3%	+21.7%
DAY\|CERIDIAN HCM HLDG INC	2018-Q2 → 2020-Q4 (2.5y)	$5.9M	$16.1M	$+10.2M	+173.2%	+49.7%
GOOGL\|ALPHABET INC	2019-Q4 → 2020-Q4 (1.0y)	$6.9M	$8.0M	$+1.1M	+16.4%	+16.5%
TENB\|TENABLE HLDGS INC	2018-Q3 → 2020-Q4 (2.2y)	$5.0M	$5.6M	$+622.5K	+12.5%	+5.4%
ATH-PA\|ATHENE HLDG LTD	2020-Q1 → 2020-Q3 (0.5y)	$213.8M	$186.0M	$-27.8M	-13.0%	-24.4%
CHWY\|CHEWY INC	2019-Q2 → 2020-Q3 (1.2y)	$27.0M	$43.5M	$+16.6M	+61.5%	+46.9%
IQ\|IQIYI INC	2018-Q1 → 2020-Q2 (2.2y)	$15.6M	$17.8M	$+2.2M	+14.3%	+6.2%
STG\|SUNLANDS TECHNOLOGY GROUP	2018-Q1 → 2020-Q2 (2.2y)	$40.1M	$5.7M	$-34.4M	-85.7%	-58.0%
BILL\|BILL COM HLDGS INC	2019-Q4 → 2020-Q2 (0.5y)	$3.1M	$5.6M	$+2.5M	+83.1%	+236.8%
ATMP\|BARCLAYS BK PLC	2019-Q1 → 2020-Q1 (1.0y)	$17.6M	$14.6M	$-3.0M	-16.9%	-16.9%
MELI\|MERCADOLIBRE INC	2018-Q1 → 2019-Q4 (1.7y)	$505.6M	$580.6M	$+75.0M	+14.8%	+8.2%
W\|WAYFAIR INC	2019-Q3 → 2019-Q4 (0.2y)	$63.8M	$44.8M	$-19.0M	-29.8%	-29.8%
BYND\|BEYOND MEAT INC	2019-Q3 → 2019-Q4 (0.2y)	$28.1M	$14.0M	$-14.1M	-50.2%	-50.2%
FSLY\|FASTLY INC	2019-Q2 → 2019-Q4 (0.5y)	$8.3M	$8.3M	$-2.0K	-0.0%	-0.1%
REAL\|THE REALREAL INC	2019-Q2 → 2019-Q4 (0.5y)	$2.0M	$1.3M	$-740.6K	-36.6%	-59.9%
LC\|LENDINGCLUB CORP	2019-Q3 → 2019-Q4 (0.2y)	$797.0K	$709.5K	$-87.5K	-11.0%	-11.0%
EB\|EVENTBRITE INC	2018-Q3 → 2019-Q3 (1.0y)	$524.3M	$257.4M	$-266.9M	-50.9%	-51.0%
LKNCY\|LUCKIN COFFEE INC	2019-Q2 → 2019-Q3 (0.2y)	$5.5M	$6.2M	$+661.5K	+11.9%	+11.9%
UXIN\|UXIN LTD	2018-Q2 → 2019-Q2 (1.0y)	$24.6B	$9.9B	$-14.6B	-59.6%	-59.7%
BKNG\|BOOKING HLDGS INC	2018-Q1 → 2019-Q2 (1.2y)	$1.3B	$1.2B	$-79.7M	-6.3%	-5.1%
UXIN\|PUXIN LTD	2018-Q2 → 2019-Q1 (0.7y)	$676.9M	$319.0M	$-357.9M	-52.9%	-63.5%
ARCC\|ARES CAP CORP	2018-Q1 → 2018-Q2 (0.2y)	$11.4M	$11.9M	$+471.4K	+4.1%	+4.1%
UAL\|UNITED CONTL HLDGS INC	2018-Q1 → 2018-Q2 (0.2y)	$1.5M	$1.6M	$+30.4K	+2.0%	+2.0%

Tiger Global Management

Current Holdings for Tiger Global Management

Trading Activity for Tiger Global Management

Closed Positions for Tiger Global Management

Position Details