Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
JD JD.com Inc. 13.79 Prodej 2.18% 29,860,327 $50.30 $1,501,974,000 $60.44 20.16% $33.17 $76.73
MSFT Microsoft Corp. 12.84 Nákup 16.40% 6,004,108 $232.90 $1,398,357,000 $240.19 3.13% $212.83 $313.66
NOW ServiceNow Inc. 5.87 Nákup 51.78% 1,694,117 $377.61 $639,716,000 $441.83 17.01% $337.00 $621.41
META Meta Platforms Inc. 5.59 Prodej 0.10% 4,488,648 $135.68 $609,020,000 $139.31 2.68% $88.09 $328.00
SE Sea Ltd 4.92 Nákup 16.55% 9,553,864 $56.05 $535,494,000 $65.86 17.50% $40.67 $175.36
GOOGL Alphabet Inc. 4.81 Nákup 147.74% 5,473,688 $95.65 $523,558,000 $98.00 2.46% $83.34 $151.55
DDOG DATADOG Inc. 4.71 Nákup 218.31% 5,775,031 $88.78 $512,707,000 $71.04 -19.98% $61.34 $184.70
WDAY Workday Inc. 4.43 Nákup 134.59% 3,172,411 $152.22 $482,904,000 $173.39 13.91% $128.72 $257.00
SNOW Snowflake Inc. 4.06 Nákup 22.14% 2,600,615 $169.96 $442,001,000 $144.82 -14.79% $110.27 $329.49
LI Li Auto Inc. 3.64 Nákup 34.55% 17,211,345 $23.01 $396,033,000 $22.06 -4.13% $12.52 $41.49
TEAM Atlassian Corp. 3.33 Nákup 13.19% 1,722,503 $210.59 $362,742,000 $157.69 -25.12% $113.86 $352.92
AMZN Amazon.com Inc. 2.78 Nákup 2.36% 2,675,450 $113.00 $302,326,000 $97.21 -13.97% $81.43 $170.83
BZ Kanzhun Ltd 2.76 Nákup 52.89% 17,820,415 $16.88 $300,809,000 $24.05 42.48% $9.74 $35.28
UBER Uber Technologies Inc. 2.41 Nákup 1501.66% 9,923,073 $26.50 $262,961,000 $30.36 14.57% $19.90 $42.56
SQ Block Inc. 1.92 Nákup 299.91% 3,799,271 $54.99 $208,922,000 $76.16 38.50% $51.34 $149.00
MA Mastercard Inc. 1.89 724,000 $284.34 $205,862,000 $376.28 32.33% $276.42 $397.47
NU Nu Holdings Ltd 1.87 Prodej 77.18% 46,319,839 $4.40 $203,807,000 $3.81 -13.41% $3.26 $11.83
DASH DoorDash Inc. 1.66 Nákup 19.55% 3,656,847 $49.45 $180,831,000 $58.02 17.33% $41.37 $130.20
TOST Toast Inc. 1.52 Prodej 32.62% 9,899,895 $16.72 $165,526,000 $20.77 24.22% $11.91 $30.60
HUBS HubSpot Inc. 1.47 Nová pozice 594,290 $270.12 $160,530,000 $329.94 22.15% $245.03 $596.17
CRWD CrowdStrike Holdings Inc. 1.36 Prodej 86.26% 900,000 $164.81 $148,329,000 $103.35 -37.29% $92.25 $242.00
PGY Pagaya Technologies Ltd A 1.24 Nová pozice 74,384,378 $1.81 $134,636,000 $0.95 -47.51% $0.57 $34.50
S SentinelOne Inc. 0.97 Prodej 58.52% 4,151,941 $25.56 $106,124,000 $14.38 -43.74% $12.69 $48.46
RNG RingCentral Inc. 0.91 Prodej 22.08% 2,487,060 $39.96 $99,383,000 $36.39 -8.93% $28.00 $179.17
APP Applovin Corp. 0.89 Nová pozice 4,972,813 $19.49 $96,920,000 $10.95 -43.82% $9.14 $76.38
TSM Taiwan Semiconductor S.A. 0.83 Nová pozice 1,315,005 $68.56 $90,157,000 $91.03 32.77% $59.09 $125.94
DLO DLocal Ltd 0.81 Nákup 132.08% 4,292,759 $20.52 $88,087,000 $16.49 -19.64% $9.03 $36.88
OZON Ozon Holdings plc 0.74 6,958,988 $11.60 $80,724,000 $11.60 0.00% $11.60
XM Qualtrics International Inc. CL A 0.70 7,449,000 $10.18 $75,831,000 $11.26 10.61% $9.32 $32.81
FRSH Freshworks Inc. 0.62 Nákup 75.59% 5,199,337 $12.97 $67,435,000 $15.01 15.73% $10.51 $23.72
ZEN OLD 0.50 714,000 $76.10 $54,335,000 $77.48 1.81% $54.16 $130.83
SHOP Shopify Inc. 0.41 1,662,240 $26.94 $44,781,000 $40.48 50.26% $23.63 $101.36
OLO Olo Inc. 0.37 Nákup 13.48% 5,104,581 $7.90 $40,326,000 $7.46 -5.57% $5.74 $19.30
ALCC AltC Acquisition Corp. 0.36 4,000,000 $9.76 $39,040,000 $10.00 2.46% $9.60 $10.03
WEAV Weave Communications Inc 0.33 7,032,570 $5.05 $35,514,000 $5.34 5.74% $2.91 $11.46
RERE AiHuiShou International Co. Ltd. ADS 0.30 14,371,218 $2.30 $33,054,000 $2.93 27.39% $1.52 $6.71
V Visa Inc. 0.27 163,000 $177.65 $28,957,000 $224.31 26.27% $173.81 $233.54
STRY Starry Group Holdings Inc A 0.26 Prodej 0.44% 19,266,828 $1.49 $28,708,000 $0.04 -97.32% $0.00 $0.09
DV DoubleVerify Holdings Inc. 0.24 Prodej 65.74% 957,509 $27.35 $26,188,000 $23.50 -14.08% $17.22 $32.43
FUTU Futu Holdings Ltd 0.23 Prodej 55.87% 669,000 $37.29 $24,947,000 $52.98 42.08% $21.23 $72.20
VTEX VTEX 0.22 6,362,217 $3.70 $23,540,000 $4.26 15.14% $2.66 $8.90
APO Apollo Global Management 0.19 452,869 $46.50 $21,058,000 $67.07 44.24% $45.34 $69.96
BLND Blend Labs Inc. 0.13 Prodej 55.70% 6,211,142 $2.21 $13,727,000 $1.56 -29.41% $1.00 $10.22
LW Lamb Weston Hldgs Inc. 0.13 179,784 $77.38 $13,912,000 $96.56 24.79% $49.24 $100.77
AGCB OLD 0.12 1,357,450 $9.91 $13,452,000 $10.11 2.02% $9.70 $10.11
COIN Coinbase Global Inc. 0.09 151,536 $64.49 $9,773,000 $55.19 -14.42% $31.55 $217.49
LEGAU Lead Edge Growth Opportunities Units 0.09 1,000,000 $9.90 $9,900,000 $10.07 1.72% $9.74 $10.56
EGHT 8x8 Inc. 0.07 Prodej 45.83% 2,166,968 $3.45 $7,476,000 $4.41 27.83% $2.87 $16.28
PTON Peloton Interactive Inc. 0.06 Nákup 20.26% 920,717 $6.93 $6,381,000 $11.06 59.60% $6.66 $40.35
STNE StoneCo Ltd. 0.06 685,801 $9.53 $6,536,000 $9.76 2.41% $6.81 $16.28
RDFN Redfin Corp. 0.05 991,000 $5.84 $5,787,000 $6.19 5.99% $3.08 $32.30
PYPL PayPal Holdings Inc. 0.04 Nová pozice 54,300 $86.08 $4,674,000 $79.07 -8.14% $66.39 $176.20
EMBK Embark Technology Inc 0.03 495,851 $7.43 $3,684,000 $3.94 -46.97% $2.02 $134.40
RBLX Roblox Corp. 0.03 87,095 $35.83 $3,121,000 $35.38 -1.26% $21.65 $74.92
WRBY Warby Parker Inc. 0.03 Nákup 0.67% 267,069 $13.34 $3,563,000 $15.92 19.34% $10.86 $38.26
KPLT Katapult Holdings Inc. 0.02 Prodej 45.20% 2,740,000 $0.96 $2,631,000 $1.03 7.29% $0.74 $2.71
JOBY Joby Aviation Inc. 0.01 370,000 $4.33 $1,602,000 $3.97 -8.31% $3.15 $7.15
ONTF ON24 Inc. 0.01 83,803 $8.79 $737,000 $8.89 1.14% $6.95 $16.83
DDL Dingdong Cayman Ltd 0.00 118,539 $3.56 $422,000 $5.87 64.89% $2.43 $7.90
HCP Hashicorp Inc Cl A 0.00 9,188 $32.22 $296,000 $28.42 -11.79% $21.50 $83.12
INTU Intuit Inc. 0.00 1,368 $387.43 $530,000 $398.16 2.77% $337.48 $575.95
JOBY.WS Joby Aviation Inc. WTS 0.00 105,000 $0.84 $88,000
PDD Pinduoduo Inc. 0.00 4,000 $62.50 $250,000 $92.85 48.56% $23.21 $99.30
SPOT Spotify Technology S.A. 0.00 6,211 $86.30 $536,000 $97.91 13.45% $69.29 $208.49