Company
Investment Type
Change
Value (x$1000)
increase or decrease
JD.COM INC SPON ADR CL A
51,594,753 sh
-55,613 sh
0%
$4,117,777
-$237,898
13,131,734 sh
-591,000 sh
-4%
$3,557,387
$321,978
SEA LTD SPONSORED ADS
10,148,500 sh
643,000 sh
7%
$2,786,778
$664,865
ROBLOX CORP CL A
27,392,297 sh
-13,036,566 sh
-32%
$2,464,759
-$156,244
7,280,000 sh
2,129,000 sh
41%
$2,035,270
$992,450
567,870 sh
-45,225 sh
-7%
$1,953,564
$56,599
DOORDASH INC COM
10,913,734 sh
5,107,166 sh
88%
$1,946,246
$1,184,831
31,052,476 sh
-3,861,024 sh
-11%
$1,931,464
$290,180
6,355,107 sh
342,200 sh
6%
$1,918,098
$340,311
PINDUODUO INC SPONSORED ADS
14,053,066 sh
$1,785,020
5,053,137 sh
-507,000 sh
-9%
$1,757,026
$119,399
4,283,073 sh
1,832,869 sh
75%
$1,657,678
$870,452
SHOPIFY INC CL A
872,300 sh
354,750 sh
69%
$1,274,413
$701,744
2,206,240 sh
50,240 sh
2%
$1,212,439
$134,202
3,940,000 sh
613,630 sh
18%
$1,144,885
$154,026
8,826,164 sh
968,392 sh
12%
$1,094,621
$211,093
20,747,855 sh
-73,857 sh
0%
$1,039,882
-$95,110
SNOWFLAKE INC CL A Stock
4,189,254 sh
1,957,602 sh
88%
$1,012,962
$501,289
ALIBABA GROUP HLDG LTD SPONSORED ADS
4,219,678 sh
-258,384 sh
-6%
$956,939
-$58,372
PROCORE TECHNOLOGIES INC COM
9,525,439 sh
9,525,439 sh
NEW
$904,440
$904,440
SPOTIFY TECHNOLOGY S A SHS
3,158,195 sh
-24,991 sh
-1%
$870,367
$17,432
UIPATH INC CL A
10,423,632 sh
10,423,632 sh
NEW
$708,077
$708,077
Coinbase Global Inc -
2,625,294 sh
2,625,294 sh
NEW
$664,987
$664,987
ATLASSIAN CORP PLC CL A
2,465,400 sh
$633,263
FUTU HLDGS LTD SPON ADS CL A
3,468,000 sh
128,000 sh
4%
$621,084
$90,625
DOUBLEVERIFY HOLDINGS ORD COM
13,842,494 sh
13,842,494 sh
NEW
$586,091
$586,091
ELASTIC N V ORD SHS
4,019,843 sh
$585,932
1,086,490 sh
30,200 sh
3%
$573,895
$22,871
4,992,437 sh
235,437 sh
5%
$519,613
$123,165
1,499,000 sh
65,000 sh
5%
$392,903
$27,979
YATSEN HLDG LTD ADS
28,213,701 sh
22,499,701 sh
394%
$264,362
$193,794
IRONSOURCE LTD CL A ORD SHS
20,500,000 sh
20,500,000 sh
NEW
$215,250
$215,250
872,000 sh
102,000 sh
13%
$212,594
$37,765
BRIGHT HEALTH Common Stock
11,847,808 sh
11,847,808 sh
NEW
$203,308
$203,308
GDS HLDGS LTD SPONSORED ADS
2,572,811 sh
-1,102,633 sh
-30%
$201,940
-$96,102
ASANA INC CL A
2,881,202 sh
$178,721
COUPANG INC Common Stock
3,571,428 sh
$149,357
QUALTRICS INTL INC CL A Common Stock
3,615,750 sh
1,965,750 sh
119%
$138,302
$84,000
DLOCAL LTD CLASS A COM
2,602,000 sh
2,602,000 sh
NEW
$136,683
$136,683
OSCAR HEALTH CL A ORD COM
6,179,409 sh
619,419 sh
11%
$132,857
-$16,596
PLAYTIKA HLDG CORP COM
5,500,000 sh
$131,120
KE HLDGS INC COM
2,500,000 sh
$119,200
SUMO LOGIC ORD COM
5,533,367 sh
85,680 sh
2%
$114,264
$11,521
217,920 sh
-3,317 sh
-1%
$106,818
$22,071
AIRBNB INC COM CL A
650,000 sh
$99,541
387,700 sh
-1,901,000 sh
-83%
$94,703
-$390,204
DIGITALOCEAN HLDGS INC COM
1,700,000 sh
$94,503
JAMF HLDG CORP COM
2,778,778 sh
$93,284
BIGCOMMERCE HLDGS INC COM SER 1
1,350,000 sh
$87,642
GOODRX HLDGS INC COM CL A
2,345,000 sh
200,000 sh
9%
$84,443
$745
NEW ORIENTAL ED & TECH GRP I SPON ADR
9,217,500 sh
-9,217,500 sh
-50%
$75,491
-$182,599
AGORA INC ADS
1,726,123 sh
$72,428
TUYA INC SPONSORED ADS
2,850,000 sh
$69,825
APPLOVIN CL A ORD COM
928,000 sh
928,000 sh
NEW
$69,758
$69,758
SENTINELONE INC CL A
1,511,801 sh
1,511,801 sh
NEW
$64,252
$64,252
C3 AI INC CL A
1,000,000 sh
$62,530
JUST EAT TAKEAWAY COM N V SPONSORED ADS
3,197,957 sh
3,197,957 sh
NEW
$58,395
$58,395
Bumble INC CLASS A CORP COMMON COM CL A
1,000,000 sh
$57,600
TAL EDUCATION GROUP SPONSORED ADS
2,282,649 sh
-3,480,224 sh
-60%
$57,591
-$252,740
ON24 INC COM
1,600,000 sh
$56,768
KATAPULT HOLDINGS INC COM Stock
5,000,000 sh
5,000,000 sh
NEW
$54,050
$54,050
STONECO LTD COM CL A
773,281 sh
8,685 sh
1%
$51,856
$5,047
JFROG LTD ORD SHS
1,000,000 sh
$45,520
Monday.Com Ltd Equities
200,000 sh
200,000 sh
NEW
$44,718
$44,718
OZON HLDGS PLC Sponsored ADS
750,000 sh
$43,965
DOXIMITY INC CL A
750,000 sh
750,000 sh
NEW
$43,650
$43,650
SQUARESPACE INC CLASS A Stock
730,777 sh
730,777 sh
NEW
$43,415
$43,415
DESPEGAR COM CORP ORD SHS
3,201,170 sh
-4,522,015 sh
-59%
$42,287
-$62,980
DATTO HLDG CORP COM
1,500,000 sh
$41,760
KANZHUN ADS COM
1,050,000 sh
1,050,000 sh
NEW
$41,633
$41,633
AiHuiShou International Co Ltd Common Stock
2,750,000 sh
2,750,000 sh
NEW
$41,113
$41,113
DINGDONG CAYMAN LTD ADR
1,050,000 sh
1,050,000 sh
NEW
$40,215
$40,215
ROOT INC COM CL A
3,106,976 sh
$33,617
XPENG INC ADR
650,000 sh
$28,873
DIDI GLOBAL INC SPONSORED ADS
2,000,000 sh
2,000,000 sh
NEW
$28,280
$28,280
CHINDATA GROUP HOLDING ADR REP 2 ORD SPONSORED ADR
1,850,000 sh
$27,917
LOGISTICS INNOVTN TECHNLGS C UNIT 06/10/2026
2,800,000 sh
2,800,000 sh
NEW
$27,860
$27,860
SOARING EAGLE ACQUISITION CO UNIT 02/23/2026
2,425,000 sh
$25,681
OLO INC CL A
681,000 sh
$25,463
TCV ACQUISITION CORP A COMMON STOCK USD.0001
2,500,000 sh
2,500,000 sh
NEW
$24,775
$24,775
REVOLUTION HEALTHCAR AQ CORP UNIT 03/18/20266
2,250,000 sh
$22,568
ALTIMETER GROWTH CORP UNIT 99/99/9999
1,800,000 sh
$22,140
REINVENT TECHNOLOGY PARTNERS UNT COM
2,000,000 sh
$20,900
AJAX I UTS Unit/UIT - Equity
2,000,000 sh
$20,880
ALTIMETER GROWTH CORP 2 COM CL A Stock
1,996,000 sh
$20,459
SVF INVESTMENT CORP UNIT EX 122025 Stock
2,000,000 sh
$20,350
CONFLUENT INC CLASS A COM
400,000 sh
400,000 sh
NEW
$19,000
$19,000
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026
1,700,000 sh
$18,003
17 ED & TECHNOLOGY GROUP INC ADS
4,681,244 sh
4,201,244 sh
875%
$17,087
$13,660
NCINO INC COM
275,000 sh
$16,478
DUCK CREEK TECHNOLOGIES INC SHS
350,000 sh
$15,229
MOMENTIVE GLOBAL INC COM
698,871 sh
698,871 sh
NEW
$14,725
$14,725
AFFIRM HLDGS INC COM
200,000 sh
$13,470
LI AUTO INC SPONSORED ADS
350,000 sh
$12,229
ENDEAVOR GROUP HLDGS INC CL A COM
400,000 sh
400,000 sh
NEW
$11,084
$11,084
SVF INVESTMENT CORP 3 CLS A COMMON STOCK USD.0001
1,100,000 sh
$10,934
KNOWBE4INC COMMON STOCK
325,000 sh
325,000 sh
NEW
$10,163
$10,163
LEAD EDGE GROWTH OPPORTUNITI UNIT USD.0001
1,000,000 sh
$10,000
LDH GROWTH CORP I UNIT 03/17/2026
960,000 sh
$9,600
XP INC CL A
200,000 sh
$8,710
PROVIDENT ACQUISITION UNT COM
800,000 sh
$8,024
ZOOMINFO TECHNOLOGIES INC CL A COMMON STOCK
150,000 sh
$7,826
SVF INVESTMENT CORP 2 CLS A COMMON STOCK USD.0001
775,000 sh
$7,711
VERTEX INC CL A
325,000 sh
$7,131
45,228 sh
45,228 sh
NEW
$6,539
$6,539
HUYA INC ADS REP SHS A
362,000 sh
$6,389
ALKAMI TECHNOLOGY INC COM
150,000 sh
150,000 sh
NEW
$5,351
$5,351
AMERICAN WELL CORP CL A
400,000 sh
$5,032
SOLARWINDS CORP COM
200,000 sh
$3,378
OUTSET MED INC COM
55,000 sh
$2,749
DOUYU INTERNATIONAL HLDNGS L SPONSORED ADS
400,000 sh
$2,736
OAK STREET HEALTH COM
25,000 sh
$1,464
DADA NEXUS LTD - ADR Foreign Stock
50,000 sh
$1,451
16,981 sh
-23,106 sh
-58%
$1,077
-$1,592
ONESMART INTL ED GROUP LTD SPONSORED ADS
320,000 sh
$394
KINGSOFT CLOUD HLDGS LTD ADS
10,000 sh
$339
SEMRUSH HLDGS INC CL A COM
10,000 sh
$230
PHOENIX TREE HLDGS LTD SPONSORED ADS
0 sh
-36,436,075 sh
-100%
$0
-$86,244
ACADEMY SPORTS & OUTDOORS IN COM
0 sh
-1,750,000 sh
-100%
$0
-$47,233
THOMA BRAVO ADVANTAGE COM CL A
0 sh
-4,000,000 sh
-100%
$0
-$41,800
LINX S A SPONSORED ADS
0 sh
-3,350,000 sh
-100%
$0
-$22,244
0 sh
-698,871 sh
-100%
$0
-$12,803