| JJDJD.com, Inc. | 9.63% | 57,850,366 | $1.7B | trimmed−0% | +1.56 pp | 18 q |
M MSFTMicrosoft Corp | 8.65% | 13,292,400 | $1.6B | added+1% | −0.26 pp | 10 q |
M METAMeta Platforms, Inc. Class A | 8.13% | 8,838,117 | $1.5B | added+65% | +3.44 pp | 10 q |
| FunresolvedFiat Chrysler Automobiles NV s | 7.24% | 88,296,757 | $1.3B | added+9% | −0.56 pp | 10 q |
A AMZNAmazon.Com Inc | 6.92% | 704,112 | $1.3B | trimmed−5% | −0.52 pp | 16 q |
| SSPOTSpotify Technology S.A. | 6.29% | 8,203,235 | $1.1B | trimmed−36% | −3.39 pp | 4 q |
| AunresolvedApollo Global Management LLC | 5.87% | 37,663,500 | $1.1B | held | — | 9 q |
| TTDGTransDigm Group Incorporated | 5.18% | 2,066,000 | $938M | held | — | 10 q |
| BBABAAlibaba Group Holding Limited | 4.36% | 4,329,245 | $790M | added+5% | +0.60 pp | 11 q |
| NNFLXNetFlix Inc | 4.15% | 2,109,813 | $752M | added+43% | +1.52 pp | 9 q |
| BBKNGBooking Holdings Inc. | 2.73% | 283,507 | $495M | trimmed−37% | −2.45 pp | 5 q |
| SSTNEStoneCo Ltd. Class A | 2.41% | 10,597,754 | $436M | held | — | 2 q |
| FFLTCorpay, Inc. | 2.35% | 1,727,100 | $426M | trimmed−4% | +0.13 pp | 24 q |
| CCRMSalesforce, Inc. | 2.00% | 2,286,739 | $362M | held | — | 6 q |
| TTALTAL Education Group | 1.88% | 9,424,023 | $340M | trimmed−2% | +0.18 pp | 10 q |
| SSVMKSVMK Inc. | 1.85% | 18,446,551 | $336M | trimmed−39% | −0.64 pp | 3 q |
| SSESea Limited | 1.77% | 13,598,500 | $320M | added+11% | +0.84 pp | 5 q |
| DDPZDomino's Pizza Inc. | 1.75% | 1,224,850 | $316M | trimmed−35% | −1.34 pp | 10 q |
| EEBEventbrite, Inc. Class A | 1.49% | 14,064,271 | $270M | trimmed−2% | −1.17 pp | 3 q |
| RRUNSunrun Inc | 1.44% | 18,583,400 | $261M | added+4% | +0.15 pp | 5 q |
| ZZENZendesk Inc | 1.27% | 2,702,000 | $230M | trimmed−26% | −0.14 pp | 3 q |
| NunresolvedNew Oriental Ed & Tech Grp I | 1.17% | 2,353,600 | $212M | held | — | 10 q |
| MMELIMercado Libre, Inc | 1.09% | 389,500 | $198M | held | — | 5 q |
| NNOWServicenow, Inc. | 1.09% | 799,600 | $197M | trimmed−28% | −0.22 pp | 7 q |
| AADBEAdobe Inc. | 1.05% | 714,000 | $190M | trimmed−31% | −0.51 pp | 4 q |
| DDESPDespegar.com Corp | 1.00% | 12,169,985 | $181M | trimmed−1% | −0.01 pp | 7 q |
| RRNGRingcentral, Inc. | 0.81% | 1,355,266 | $146M | new | +0.81 pp | new |
| TTWLOTwilio Inc. | 0.75% | 1,050,000 | $136M | new | +0.75 pp | new |
| MMAMastercard Incorporated | 0.71% | 549,932 | $129M | held | — | 24 q |
| CCVNACarvana Co. | 0.66% | 2,050,000 | $119M | new | +0.66 pp | new |
| EEGHT8x8, Inc. | 0.53% | 4,730,000 | $96M | new | +0.53 pp | new |
| TTMETencent Music Entertainment Group | 0.52% | 5,177,517 | $94M | held | — | 2 q |
| EESTCElastic N.V. | 0.33% | 738,000 | $59M | held | — | 2 q |
| AunresolvedAtlassian Corp Plc | 0.31% | 500,000 | $56M | held | — | 14 q |
| QQSRRestaurant Brands International Inc. | 0.29% | 793,124 | $52M | trimmed−50% | −0.26 pp | 14 q |
| RRDFNRedfin Corporation | 0.21% | 1,851,098 | $38M | trimmed−21% | −0.02 pp | 7 q |
| MMDBMongoDB, Inc. Class A | 0.19% | 232,300 | $34M | new | +0.19 pp | new |
| UunresolvedUxin ADR | 0.16% | 7,430,207 | $28M | trimmed−61% | −0.45 pp | 4 q |
| PPDDPDD Holdings Inc. | 0.15% | 1,088,000 | $27M | held | — | 3 q |
| PunresolvedPivotal Software Inc | 0.15% | 1,300,000 | $27M | held | — | 4 q |
| BunresolvedBarclays Bk PLC | 0.14% | 881,575 | $26M | new | +0.14 pp | new |
| SSWCHNSwitch Inc - A | 0.14% | 2,470,000 | $25M | held | — | 6 q |
V VVISA Inc. | 0.14% | 163,000 | $25M | held | — | 11 q |
| IIQiQIYI, Inc. | 0.13% | 1,000,000 | $24M | held | — | 5 q |
| PPEverpure, Inc. | 0.12% | 1,000,000 | $22M | held | — | 14 q |
| ZZTOZTO Express (Cayman) Inc. | 0.10% | 994,400 | $18M | held | — | 10 q |
| DDOCUDocuSign, Inc. | 0.09% | 300,000 | $16M | held | — | 4 q |
| SSHOPShopify Inc. Class A subordinate voting shares | 0.08% | 70,000 | $14M | held | — | 16 q |
| NunresolvedNetshoes Cayman Ltd | 0.08% | 8,865,903 | $15M | held | — | 8 q |
| FFTCHQFarfetch Limited A | 0.07% | 500,000 | $13M | held | — | 3 q |
| HHUYAHUYA Inc. | 0.06% | 362,000 | $10M | held | — | 4 q |
| DDAYDayforce, Inc. | 0.05% | 170,000 | $9M | held | — | 4 q |
| SSMARSmartsheet Inc. | 0.05% | 230,000 | $9M | new | +0.05 pp | new |
| AAVLRAvalara, Inc. | 0.03% | 100,000 | $6M | held | — | 4 q |
| OOKTAOkta, Inc. Class A | 0.03% | 60,000 | $5M | held | — | 8 q |
| RunresolvedRise Ed Cayman Ltd | 0.03% | 500,000 | $5M | held | — | 6 q |
| TTENBTenable Holdings, Inc. | 0.03% | 150,000 | $5M | held | — | 3 q |
| DDBXDropbox, Inc. Class A | 0.02% | 200,000 | $4M | held | — | 5 q |
| FFEYEFireEye, Inc. | 0.02% | 200,000 | $3M | held | — | 22 q |
| FFITFitbit, Inc. Class A | 0.02% | 500,000 | $3M | held | — | 16 q |
| SSWISolarWinds Corporation | 0.02% | 200,000 | $4M | held | — | 2 q |
| BBILIBilibili Inc. | 0.01% | 100,000 | $2M | trimmed−91% | −0.10 pp | 5 q |
| OunresolvedOnesmart Intl Ed Group Ltd | 0.01% | 320,000 | $3M | held | — | 5 q |
| JJCPJ.C. Penney Company, Inc. | 0.01% | 850,000 | $1M | held | — | 8 q |
| SSTGSunlands Technology Group | 0.01% | 300,000 | $1M | held | — | 5 q |
| CCLDRCloudera, Inc. | 0.00% | 50,000 | $547,000 | held | — | 8 q |
| FFPIFarmland Partners Inc. | 0.00% | 44,502 | $285,000 | held | — | 9 q |
| LLCHappen, Inc. | 0.00% | 275,000 | $850,000 | held | — | 18 q |
| SSOGOSogou Inc. | 0.00% | 150,000 | $891,000 | held | — | 6 q |
| AADSKAutodesk Inc | — | −879,000 | — | exited | −0.75 pp | — |
| CCOUPCoupa Software Incorporated | — | −1,269,181 | — | exited | −0.53 pp | — |
| BunresolvedBarclays Bk PLC | — | −881,575 | — | exited | −0.28 pp | — |
| PunresolvedPuxin Ltd | — | −404,451 | — | exited | −0.02 pp | — |
