| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| — | BROOKFIELD ASSET MGMT INC | 18.40 | — | 986,706 | $44.50 | $43.91M |
| CRMhist | SALESFORCE COM INC | 17.88 | — | 201,338 | $211.87 | $42.66M |
| TRUPhist | TRUPANION INC | 13.05 | — | 408,500 | $76.21 | $31.13M |
| HUBShist | HUBSPOT INC | 12.46 | — | 65,440 | $454.20 | $29.72M |
| AMZNhist | AMAZON COM INC | 9.27 | — | 7,148 | $3094.15 | $22.12M |
| GOOGLhist | ALPHABET INC | 8.75 | — | 10,119 | $2062.56 | $20.87M |
| NFLXhist | NETFLIX INC | 7.71 | — | 35,273 | $521.67 | $18.40M |
| — | SLACK TECHNOLOGIES INC | 6.32 | — | 371,182 | $40.63 | $15.08M |
| — | SPOTIFY TECHNOLOGY S A | 6.16 | — | 54,878 | $267.96 | $14.71M |