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 $60.36 20.00% $33.17 $79.24
MSFT Microsoft Corp. 12.84 Nákup 16.40% 6,004,108 $232.90 $1,398,357,000 $247.41 6.23% $212.83 $341.10
NOW ServiceNow Inc. 5.87 Nákup 51.78% 1,694,117 $377.61 $639,716,000 $396.23 4.93% $337.00 $669.11
META Meta Platforms Inc. 5.59 Prodej 0.10% 4,488,648 $135.68 $609,020,000 $115.34 -14.99% $88.09 $352.71
SE Sea Ltd 4.92 Nákup 16.55% 9,553,864 $56.05 $535,494,000 $61.08 8.97% $40.67 $267.58
GOOGL Alphabet Inc. 4.81 Nákup 147.74% 5,473,688 $95.65 $523,558,000 $93.73 -2.01% $83.34 $151.55
DDOG DATADOG Inc. 4.71 Nákup 218.31% 5,775,031 $88.78 $512,707,000 $74.00 -16.65% $66.45 $186.28
WDAY Workday Inc. 4.43 Nákup 134.59% 3,172,411 $152.22 $482,904,000 $169.37 11.27% $128.72 $285.58
SNOW Snowflake Inc. 4.06 Nákup 22.14% 2,600,615 $169.96 $442,001,000 $142.87 -15.94% $110.27 $377.26
LI Li Auto Inc. 3.64 Nákup 34.55% 17,211,345 $23.01 $396,033,000 $24.10 4.74% $12.52 $41.49
TEAM Atlassian Corp. 3.33 Nákup 13.19% 1,722,503 $210.59 $362,742,000 $135.69 -35.57% $113.86 $399.10
AMZN Amazon.com Inc. 2.78 Nákup 2.36% 2,675,450 $113.00 $302,326,000 $90.32 -20.07% $85.87 $176.97
BZ Kanzhun Ltd 2.76 Nákup 52.89% 17,820,415 $16.88 $300,809,000 $20.09 19.02% $9.74 $43.22
UBER Uber Technologies Inc. 2.41 Nákup 1501.66% 9,923,073 $26.50 $262,961,000 $26.45 -0.19% $19.90 $45.90
SQ Block Inc. 1.92 Nákup 299.91% 3,799,271 $54.99 $208,922,000 $63.37 15.24% $51.34 $194.53
MA Mastercard Inc. 1.89 724,000 $284.34 $205,862,000 $351.17 23.50% $276.87 $398.11
NU Nu Holdings Ltd 1.87 Prodej 77.18% 46,319,839 $4.40 $203,807,000 $4.07 -7.50% $3.26 $12.24
DASH DoorDash Inc. 1.66 Nákup 19.55% 3,656,847 $49.45 $180,831,000 $54.01 9.22% $41.37 $171.08
TOST Toast Inc. 1.52 Prodej 32.62% 9,899,895 $16.72 $165,526,000 $18.96 13.40% $11.91 $41.40
HUBS HubSpot Inc. 1.47 Nová pozice 594,290 $270.12 $160,530,000 $292.67 8.35% $245.03 $786.71
CRWD CrowdStrike Holdings Inc. 1.36 Prodej 86.26% 900,000 $164.81 $148,329,000 $114.23 -30.69% $108.89 $242.00
PGY Pagaya Technologies Ltd A 1.24 Nová pozice 74,384,378 $1.81 $134,636,000 $0.75 -58.56% $0.72 $34.50
S SentinelOne Inc. 0.97 Prodej 58.52% 4,151,941 $25.56 $106,124,000 $15.24 -40.38% $12.80 $53.97
RNG RingCentral Inc. 0.91 Prodej 22.08% 2,487,060 $39.96 $99,383,000 $36.35 -9.03% $28.00 $201.57
APP Applovin Corp. 0.89 Nová pozice 4,972,813 $19.49 $96,920,000 $10.40 -46.64% $10.40 $99.29
TSM Taiwan Semiconductor S.A. 0.83 Nová pozice 1,315,005 $68.56 $90,157,000 $80.80 17.85% $59.43 $142.74
DLO DLocal Ltd 0.81 Nákup 132.08% 4,292,759 $20.52 $88,087,000 $12.71 -38.06% $9.03 $37.80
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 $10.15 -0.29% $9.32 $36.49
FRSH Freshworks Inc. 0.62 Nákup 75.59% 5,199,337 $12.97 $67,435,000 $14.87 14.65% $10.51 $29.80
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 $38.64 43.43% $23.63 $153.40
OLO Olo Inc. 0.37 Nákup 13.48% 5,104,581 $7.90 $40,326,000 $6.86 -13.16% $6.67 $25.46
ALCC AltC Acquisition Corp. 0.36 4,000,000 $9.76 $39,040,000 $9.89 1.33% $9.60 $9.98
WEAV Weave Communications Inc 0.33 7,032,570 $5.05 $35,514,000 $4.32 -14.46% $2.91 $15.79
RERE AiHuiShou International Co. Ltd. ADS 0.30 14,371,218 $2.30 $33,054,000 $2.27 -1.30% $1.52 $7.05
V Visa Inc. 0.27 163,000 $177.65 $28,957,000 $209.10 17.70% $173.81 $233.54
STRY Starry Group Holdings Inc A 0.26 Prodej 0.44% 19,266,828 $1.49 $28,708,000 $0.11 -92.62% $0.10 $10.90
DV DoubleVerify Holdings Inc. 0.24 Prodej 65.74% 957,509 $27.35 $26,188,000 $25.00 -8.59% $17.22 $33.90
FUTU Futu Holdings Ltd 0.23 Prodej 55.87% 669,000 $37.29 $24,947,000 $67.93 82.17% $21.23 $70.52
VTEX VTEX 0.22 6,362,217 $3.70 $23,540,000 $3.66 -1.08% $2.66 $16.43
APO Apollo Global Management 0.19 452,869 $46.50 $21,058,000 $62.83 35.12% $45.34 $72.51
BLND Blend Labs Inc. 0.13 Prodej 55.70% 6,211,142 $2.21 $13,727,000 $1.15 -47.96% $1.00 $10.22
LW Lamb Weston Hldgs Inc. 0.13 179,784 $77.38 $13,912,000 $86.50 11.79% $49.24 $88.63
AGCB Altimeter Growth Corp. 2 0.12 1,357,450 $9.91 $13,452,000 $10.09 1.82% $9.70 $10.09
COIN Coinbase Global Inc. 0.09 151,536 $64.49 $9,773,000 $42.80 -33.63% $40.55 $284.99
LEGAU Lead Edge Growth Opportunities Units 0.09 1,000,000 $9.90 $9,900,000 $9.99 0.91% $9.74 $10.44
EGHT 8x8 Inc. 0.07 Prodej 45.83% 2,166,968 $3.45 $7,476,000 $4.52 31.01% $2.87 $18.95
PTON Peloton Interactive Inc. 0.06 Nákup 20.26% 920,717 $6.93 $6,381,000 $12.58 81.53% $6.66 $45.79
STNE StoneCo Ltd. 0.06 685,801 $9.53 $6,536,000 $10.28 7.87% $6.81 $19.66
RDFN Redfin Corp. 0.05 991,000 $5.84 $5,787,000 $4.73 -19.01% $3.08 $42.89
PYPL PayPal Holdings Inc. 0.04 Nová pozice 54,300 $86.08 $4,674,000 $74.19 -13.81% $67.58 $196.42
EMBK Embark Technology Inc 0.03 495,851 $7.43 $3,684,000 $3.12 -58.01% $3.12 $209.80
RBLX Roblox Corp. 0.03 87,095 $35.83 $3,121,000 $31.93 -10.88% $21.65 $125.99
WRBY Warby Parker Inc. 0.03 Nákup 0.67% 267,069 $13.34 $3,563,000 $16.72 25.34% $10.86 $49.44
KPLT Katapult Holdings Inc. 0.02 Prodej 45.20% 2,740,000 $0.96 $2,631,000 $1.24 29.17% $0.77 $4.14
JOBY Joby Aviation Inc. 0.01 370,000 $4.33 $1,602,000 $3.49 -19.40% $3.43 $7.60
ONTF ON24 Inc. 0.01 83,803 $8.79 $737,000 $7.79 -11.38% $6.95 $17.99
DDL Dingdong Cayman Ltd 0.00 118,539 $3.56 $422,000 $5.12 43.82% $2.43 $22.53
HCP Hashicorp Inc Cl A 0.00 9,188 $32.22 $296,000 $28.90 -10.30% $21.50 $102.95
INTU Intuit Inc. 0.00 1,368 $387.43 $530,000 $405.28 4.61% $338.16 $679.92
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 $91.08 45.73% $23.21 $89.87
SPOT Spotify Technology S.A. 0.00 6,211 $86.30 $536,000 $77.80 -9.85% $69.29 $247.20