Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
DASH DoorDash Inc	31.7M	$7.2B	51.2%	—	$141.42	+61.31%	21 qtrs	Increased 66
KLAR KLARNA GROUP PLC	55M	$1.6B	11.4%	—	$38.44	-24.43%	2 qtrs	Unchanged 0
U Unity Software Inc	31.9M	$1.4B	10.1%	—	$78.67	-42.63%	22 qtrs	Decreased 0
CART Maplebear Inc	28M	$1.3B	9.0%	—	$30.08	+49.47%	10 qtrs	Decreased 0
PDD PDD Holdings Inc	8.8M	$1B	7.2%	—	$81.92	+38.96%	28 qtrs	Unchanged 0
FIG FIGMA INC	25.3M	$944M	6.7%	—	$53.15	-29.20%	2 qtrs	Unchanged 0
BBIO BRIDGEBIO PHARMA INC	1.9M	$142.3M	1.0%	—	$26.97	+179.87%	27 qtrs	Unchanged 0
YMM Full Truck Alliance Co Ltd	13.1M	$140.1M	1.0%	—	$8.45	+29.35%	17 qtrs	Unchanged 0
ABNB Airbnb Inc	510,666	$69.3M	0.5%	—	$136.91	0.00%	1 qtr	New 52
XYZ Block Inc	990,778	$64.5M	0.5%	—	$75.00	-12.62%	28 qtrs	Unchanged 0
CHYM CHIME FINL INC	1.4M	$36.5M	0.3%	—	$33.05	-20.34%	3 qtrs	Increased 38
BEKE KE HLDGS INC	2.2M	$34.6M	0.2%	—	$19.09	-17.02%	17 qtrs	Unchanged 0
AUR AURORA INNOVATION INC C	8.8M	$33.8M	0.2%	—	$3.88	0.00%	1 qtr	New 51
AMPL AMPLITUDE INC	2.8M	$32.4M	0.2%	—	$21.74	-45.95%	18 qtrs	Unchanged 0
VIA VIA TRANSN INC	421,915	$12.2M	0.1%	—	$47.67	-38.16%	2 qtrs	Unchanged 0
BTDR BITDEER TECHNOLOGIES GROUP	138,168	$1.5M	0.0%	—	$11.88	-8.67%	11 qtrs	Unchanged 0

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

No active accumulation streaks detected for this filer.

Streaks require 2+ consecutive quarters of increased positions in the most recent period.

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer