{"data":{"profile":{"id":"2a9e9598-8256-4669-a3a3-d3b9cf27acd5","slug":"whale-rock-capital","displayName":"Whale Rock Capital","publicPageEnabled":true,"trackingTier":"FIRST_WAVE","isActive":true,"data":{"summary":"A technology-oriented manager investing across internet, software, hardware, and growth companies.","strategyTags":["Technology","Storage","Electronics"],"schemaVersion":1},"createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-10-20T00:30:08.385Z"},"managers":[{"id":"4e44c7a2-e79f-4653-b558-562c917991cd","investorProfileId":"2a9e9598-8256-4669-a3a3-d3b9cf27acd5","cik":"0001387322","legalName":"Whale Rock Capital Management LLC","isActive":true,"data":{"sourceUrl":"https://data.sec.gov/submissions/CIK0001387322.json","schemaVersion":1},"firstTrackedAt":"2026-07-18T23:28:04.697Z","lastDiscoveryAt":"2026-10-20T00:30:07.731Z","createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-10-20T00:30:08.385Z"}],"snapshot":{"id":"3cbf32a8-430e-4ce1-b010-7497ae867c2e","managerId":"4e44c7a2-e79f-4653-b558-562c917991cd","reportPeriod":"2020-12-31","throughFilingId":"97f8d8ca-c48a-411f-8282-e0fe00b3767d","methodologyVersion":"sec-13f-snapshot-v1","completeness":"COMPLETE","canonicalHash":"fe2f6366caa575cac51e0948e1b8ab509b42c05366ee9e908add041ad40db6a8","summary":{"counts":{"long":52,"puts":0,"calls":0,"mapped":15,"rawLines":52,"unmapped":37,"aiCovered":14,"positions":52,"otherSecurities":3},"values":{"disclosedLongUsd":"14414685000","putUnderlyingUsd":"0","callUnderlyingUsd":"0","informationTableUsd":"15027159000"},"coverage":{"aiPositionRatio":0.2692307692307692,"aiLongValueRatio":0.367622,"mappingPositionRatio":0.28846153846153844,"mappingLongValueRatio":0.372654},"warnings":["Form 13F is a delayed quarter-end disclosure and is not a current portfolio.","Options show reported underlying value, not premium paid, fund exposure, or manager intent.","AI sentiment is shown only for reviewed security mappings."],"concentration":{"top3":0.178258,"top5":0.259119,"top10":0.436056},"schemaVersion":1},"createdAt":"2026-07-19T00:02:36.458Z"},"filing":{"id":"97f8d8ca-c48a-411f-8282-e0fe00b3767d","managerId":"4e44c7a2-e79f-4653-b558-562c917991cd","ingestionRunId":"3ba9c24d-ea8e-47da-a15c-12c45e0dc2d6","accessionNumber":"0001387322-21-000008","formType":"13F-HR","reportPeriod":"2020-12-31","filedAt":"2021-02-16","acceptedAt":"2021-02-16T21:14:42.000Z","processingStatus":"VALIDATED","sourceStatus":"ACTIVE","data":{"hashes":{"raw":"3c0da246e1176ee2bf230d121aae8544b6bdc21bbf9c8b19eab4ff0497ac325f","canonical":"f51e7c3276290a5b097bd2a44ceed63190d3ef22e78e9dc3a8601b531230a209"},"source":{"directoryUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732221000008","filingDetailUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732221000008/0001387322-21-000008-index.html","coverDocumentUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732221000008/primary_doc.xml","informationTableUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732221000008/infotable.xml","completeSubmissionUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732221000008/0001387322-21-000008.txt"},"parsing":{"parserVersion":"sec-13f-v1"},"summary":{"valueUnit":"USD_THOUSANDS","entryCount":52,"reportedValue":"15027159","normalizedValueUsd":"15027159000"},"artifacts":[{"kind":"COVER_XML","byteSize":2023,"fetchedAt":"2026-07-19T00:02:36.006Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732221000008/primary_doc.xml","contentHash":"7194935d563f1676fb6582d7aff44e8d9e9b3ab7890248d527a289fa2eb8432c","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"INFORMATION_TABLE_XML","byteSize":24213,"fetchedAt":"2026-07-19T00:02:36.031Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732221000008/infotable.xml","contentHash":"09354bf722ff4d6db60ec615829767f2a04342b168e57a42f56acdf6a9a68829","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"COMPLETE_SUBMISSION","byteSize":27416,"fetchedAt":"2026-07-19T00:02:36.292Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1387322/000138732221000008/0001387322-21-000008.txt","contentHash":"10e802df16807f5bb1561d1081c02372a274545299a70ffacc49e977171c2b99","contentType":"text/plain","parserVersion":"sec-13f-v1"}],"extensions":{},"reportType":"HOLDINGS","schemaVersion":1,"includesHoldings":true,"hasConfidentialOmissions":false},"firstSeenAt":"2026-07-19T00:02:35.730Z","lastSeenAt":"2026-10-20T00:30:07.308Z","createdAt":"2026-07-19T00:02:35.730Z","updatedAt":"2026-10-20T00:30:07.308Z"},"positions":[{"id":"323edb0a-c541-40a3-9d20-8cab82724b60","positionKey":"daa8d7bf-e08f-49ef-b5ad-a9055ac9d9a5:LONG","positionKind":"LONG","marketValueUsd":"1161809000","longBookWeight":"0.08059898","sharesPrincipal":{"type":"SH","amount":"1646391"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-3.4135","valueChangePercent":"58.8731","shareChangeAbsolute":"-58186","valueChangeAbsolute":"430528000"},"security":{"id":"daa8d7bf-e08f-49ef-b5ad-a9055ac9d9a5","cusip":"88160R101","issuerName":"TESLA INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"e38f88d4-272a-41c2-b7fb-05ab8fb385d5","ticker":"TSLA","name":"Tesla Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:35:00.873Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1657,1658,5732,5733,5759,9668,10335,10434,12604,12769,14832,14898,19324,19371,20248,22195,24932,24995,24997,26490,27284,27768,27928,30605,30606,31028,31123,31126,32016,32456,33298,33299,33870],"modelCount":33,"horizons":{"3_MONTH":{"average":"0.7576","median":"-2.0000","minimum":"-12.0000","maximum":"20.0000","standardDeviation":"8.3631"},"1_YEAR":{"average":"18.9091","median":"15.0000","minimum":"-8.0000","maximum":"75.0000","standardDeviation":"19.6767"},"5_YEAR":{"average":"117.4242","median":"85.0000","minimum":"25.0000","maximum":"300.0000","standardDeviation":"72.0703"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:27.390Z","generatedAt":"2026-10-20T00:35:01.056Z"}],"currentMarketData":{"lastPrice":"354.72","marketCap":"1400983.5367413275","updatedAt":"2026-10-19T11:08:00.484Z"}},{"id":"c1f89765-76e9-4630-bbd1-6b8de09afebe","positionKey":"6af78bcf-f674-4f2e-9709-097976d94eea:LONG","positionKind":"LONG","marketValueUsd":"753345000","longBookWeight":"0.05226232","sharesPrincipal":{"type":"SH","amount":"3556533"},"comparison":{"status":"INCREASED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"5.311","valueChangePercent":"62.4453","shareChangeAbsolute":"179364","valueChangeAbsolute":"289592000"},"security":{"id":"6af78bcf-f674-4f2e-9709-097976d94eea","cusip":"22788C105","issuerName":"CROWDSTRIKE HLDGS INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"a1d0ca8f-958f-4a52-a64f-7f7e97602135","positionKey":"fd0eed2f-00b2-4dec-9bfc-b3a073c644e0:LONG","positionKind":"LONG","marketValueUsd":"654391000","longBookWeight":"0.04539752","sharesPrincipal":{"type":"SH","amount":"4313148"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-10.2599","valueChangePercent":"37.1963","shareChangeAbsolute":"-493121","valueChangeAbsolute":"177417000"},"security":{"id":"fd0eed2f-00b2-4dec-9bfc-b3a073c644e0","cusip":"70614W100","issuerName":"PELOTON INTERACTIVE INC","classTitle":"CL A COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"0576b103-cde7-4aba-b6fc-a50f0dad7020","positionKey":"b8524b1c-0796-4aaa-adbc-c65b0dafae54:LONG","positionKind":"LONG","marketValueUsd":"606880000","longBookWeight":"0.04210150","sharesPrincipal":{"type":"SH","amount":"2788458"},"comparison":{"status":"INCREASED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"2.2394","valueChangePercent":"36.8894","shareChangeAbsolute":"61077","valueChangeAbsolute":"163544000"},"security":{"id":"b8524b1c-0796-4aaa-adbc-c65b0dafae54","cusip":"852234103","issuerName":"BLOCK INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"375f1b97-fb90-4daf-ac9d-82d22a84ce0a","ticker":"XYZ","name":"Block Inc. (formerly Square SQ)"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:35:00.873Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[508,2987,4476,4477,4478,8391,8394,10748,12224,15352,15353,18181,19584,20584,20585,22735,23587,23589,25354,26644,27278,28281,28282,28284,28285,31311,31312,32110,32549,32952,33532,33938],"modelCount":32,"horizons":{"3_MONTH":{"average":"5.6250","median":"6.0000","minimum":"-5.0000","maximum":"15.0000","standardDeviation":"3.9091"},"1_YEAR":{"average":"22.6250","median":"22.0000","minimum":"8.0000","maximum":"60.0000","standardDeviation":"10.0180"},"5_YEAR":{"average":"123.7500","median":"115.0000","minimum":"50.0000","maximum":"250.0000","standardDeviation":"59.8957"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:06:46.204Z","generatedAt":"2026-10-20T00:35:01.056Z"}],"currentMarketData":{"lastPrice":"77.89","marketCap":"49156","updatedAt":"2026-10-19T11:13:21.565Z"}},{"id":"8206720d-6e1c-4117-b25f-af313e6b531d","positionKey":"6368f5e2-61fd-4774-a1a3-0fa2ae9a2137:LONG","positionKind":"LONG","marketValueUsd":"558696000","longBookWeight":"0.03875880","sharesPrincipal":{"type":"SH","amount":"3203530"},"comparison":{"status":"INCREASED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"15.4901","valueChangePercent":"55.3167","shareChangeAbsolute":"429674","valueChangeAbsolute":"198982000"},"security":{"id":"6368f5e2-61fd-4774-a1a3-0fa2ae9a2137","cusip":"338307101","issuerName":"FIVE9 INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"608fad64-0fd2-4a86-a14d-18e1e15bdf5b","positionKey":"94eb0bea-6f82-4ade-9845-96550be95436:LONG","positionKind":"LONG","marketValueUsd":"542470000","longBookWeight":"0.03763314","sharesPrincipal":{"type":"SH","amount":"2994093"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"94eb0bea-6f82-4ade-9845-96550be95436","cusip":"254687106","issuerName":"DISNEY WALT CO","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"dd50e383-7690-48b0-adac-31f53b667ebd","ticker":"DIS","name":"Walt Disney Co."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:35:00.873Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[393,2896,4389,4390,4391,8303,8306,9717,10658,12199,15238,15239,18112,19538,20492,20493,22712,23495,23497,25285,26605,27351,28168,28169,28171,28172,31265,31266,32087,32526,32929,33513,33920],"modelCount":33,"horizons":{"3_MONTH":{"average":"3.1818","median":"3.8000","minimum":"-3.0000","maximum":"8.0000","standardDeviation":"2.7578"},"1_YEAR":{"average":"13.9606","median":"14.0000","minimum":"8.0000","maximum":"25.0000","standardDeviation":"4.1129"},"5_YEAR":{"average":"68.0455","median":"65.0000","minimum":"42.0000","maximum":"150.0000","standardDeviation":"25.8218"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:03:20.210Z","generatedAt":"2026-10-20T00:35:01.056Z"}],"currentMarketData":{"lastPrice":"110.59","marketCap":"190954.30365250332","updatedAt":"2026-10-19T11:08:34.635Z"}},{"id":"c969ad1b-9f74-4261-97da-83517035caf0","positionKey":"7c33dbfa-8246-45d1-afa9-29d2340dbe79:LONG","positionKind":"LONG","marketValueUsd":"519861000","longBookWeight":"0.03606467","sharesPrincipal":{"type":"SH","amount":"159617"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-50.6208","valueChangePercent":"-48.9241","shareChangeAbsolute":"-163631","valueChangeAbsolute":"-497960000"},"security":{"id":"7c33dbfa-8246-45d1-afa9-29d2340dbe79","cusip":"023135106","issuerName":"AMAZON COM INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"b6b394ea-90ec-4c73-a42c-ff039b9e0e45","ticker":"AMZN","name":"Amazon.com Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:35:00.873Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1698,1699,5765,5766,5767,9671,10344,10440,12610,12772,14837,14904,19328,19377,20254,22198,24935,25004,25006,26493,27287,27777,27933,30611,30612,31031,31157,31159,32031,32471,33302,33303,33873],"modelCount":33,"horizons":{"3_MONTH":{"average":"6.1515","median":"5.5000","minimum":"3.0000","maximum":"15.0000","standardDeviation":"2.7122"},"1_YEAR":{"average":"21.0000","median":"18.0000","minimum":"12.0000","maximum":"40.0000","standardDeviation":"6.6742"},"5_YEAR":{"average":"125.0000","median":"115.0000","minimum":"80.0000","maximum":"250.0000","standardDeviation":"48.2575"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:36.559Z","generatedAt":"2026-10-20T00:35:01.056Z"}],"currentMarketData":{"lastPrice":"250","marketCap":"2696578.5551371886","updatedAt":"2026-10-19T11:00:05.126Z"}},{"id":"1a0662a3-7794-488a-87a9-08171c3f9832","positionKey":"5e5e18bf-4a4d-4166-b337-b8cb2d428e71:LONG","positionKind":"LONG","marketValueUsd":"508199000","longBookWeight":"0.03525564","sharesPrincipal":{"type":"SH","amount":"448959"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-39.96","valueChangePercent":"-33.5638","shareChangeAbsolute":"-298808","valueChangeAbsolute":"-256744000"},"security":{"id":"5e5e18bf-4a4d-4166-b337-b8cb2d428e71","cusip":"82509L107","issuerName":"SHOPIFY INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"963b6e7c-4584-4fec-b311-0e75068dbfab","positionKey":"25a8e362-fc1e-419e-a949-6440ef4a34a5:LONG","positionKind":"LONG","marketValueUsd":"490643000","longBookWeight":"0.03403771","sharesPrincipal":{"type":"SH","amount":"292883"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-10.6966","valueChangePercent":"38.2038","shareChangeAbsolute":"-35081","valueChangeAbsolute":"135629000"},"security":{"id":"25a8e362-fc1e-419e-a949-6440ef4a34a5","cusip":"58733R102","issuerName":"MERCADOLIBRE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"4baf44d1-1e93-4c56-ae83-3a9fb91134dc","positionKey":"7446f88f-b3cf-4e3b-b3f5-03ba272d8a18:LONG","positionKind":"LONG","marketValueUsd":"489330000","longBookWeight":"0.03394663","sharesPrincipal":{"type":"SH","amount":"1362883"},"comparison":{"status":"INCREASED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"15.3991","valueChangePercent":"78.9683","shareChangeAbsolute":"181866","valueChangeAbsolute":"215913000"},"security":{"id":"7446f88f-b3cf-4e3b-b3f5-03ba272d8a18","cusip":"60937P106","issuerName":"MONGODB INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"7d5df23b-c2a2-4047-b320-727465b46a9d","ticker":"MDB","name":"MongoDB Inc"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:35:00.873Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1243,3509,5057,5058,5059,9069,9072,11441,12411,16222,16223,18737,18738,19933,21559,22916,24309,24311,25903,26972,27441,29181,29182,29184,29185,31673,31674,32292,32887,33134,33695,34097],"modelCount":32,"horizons":{"3_MONTH":{"average":"5.0625","median":"5.0000","minimum":"-8.0000","maximum":"12.0000","standardDeviation":"4.4013"},"1_YEAR":{"average":"22.8281","median":"22.2500","minimum":"6.0000","maximum":"50.0000","standardDeviation":"9.0731"},"5_YEAR":{"average":"138.4375","median":"120.0000","minimum":"65.0000","maximum":"300.0000","standardDeviation":"57.8716"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:30:51.127Z","generatedAt":"2026-10-20T00:35:01.056Z"}],"currentMarketData":{"lastPrice":"337.57","marketCap":"27193.404008259866","updatedAt":"2026-10-19T11:10:45.333Z"}},{"id":"e8f22dc9-39ff-426e-9246-e78e2c308989","positionKey":"1aa8f537-e97b-45bd-b104-2c3fcc60536a:LONG","positionKind":"LONG","marketValueUsd":"485577000","longBookWeight":"0.03368627","sharesPrincipal":{"type":"SH","amount":"7368392"},"comparison":{"status":"INCREASED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"15.3533","valueChangePercent":"83.1315","shareChangeAbsolute":"980721","valueChangeAbsolute":"220425000"},"security":{"id":"1aa8f537-e97b-45bd-b104-2c3fcc60536a","cusip":"72352L106","issuerName":"PINTEREST INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"34516e58-62b7-4be1-8198-a76d04cbd5c9","positionKey":"ed0a2294-5a10-4520-92ab-70eceb9617cf:LONG","positionKind":"LONG","marketValueUsd":"479513000","longBookWeight":"0.03326558","sharesPrincipal":{"type":"SH","amount":"3512916"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-3.6718","valueChangePercent":"31.0814","shareChangeAbsolute":"-133905","valueChangeAbsolute":"113700000"},"security":{"id":"ed0a2294-5a10-4520-92ab-70eceb9617cf","cusip":"090043100","issuerName":"BILL COM HLDGS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"c19145e0-9f98-413e-9f0f-0439d0b22a6a","positionKey":"f165069e-3c60-4917-8952-8d6fc7fcf607:LONG","positionKind":"LONG","marketValueUsd":"473980000","longBookWeight":"0.03288174","sharesPrincipal":{"type":"SH","amount":"5487782"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-5.3938","valueChangePercent":"12.3953","shareChangeAbsolute":"-312879","valueChangeAbsolute":"52272000"},"security":{"id":"f165069e-3c60-4917-8952-8d6fc7fcf607","cusip":"707569109","issuerName":"PENN NATL GAMING INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"0f16192b-1e73-4a0d-a8af-2bf37f02c635","positionKey":"c478125b-42fc-47c8-939d-a62af14bdbcf:LONG","positionKind":"LONG","marketValueUsd":"463871000","longBookWeight":null,"sharesPrincipal":{"type":"SH","amount":"2330423"},"comparison":{"status":"INCREASED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"2.0905","valueChangePercent":"31.9213","shareChangeAbsolute":"47721","valueChangeAbsolute":"112244000"},"security":{"id":"c478125b-42fc-47c8-939d-a62af14bdbcf","cusip":"81141R100","issuerName":"SEA LTD","classTitle":"SPONSORD ADS","securityType":"UNKNOWN","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"bed78c0a-d73b-49f7-9973-0859f9043bb6","positionKey":"04a2b6b3-1240-463d-a56a-44e2d7a21281:LONG","positionKind":"LONG","marketValueUsd":"440251000","longBookWeight":"0.03054183","sharesPrincipal":{"type":"SH","amount":"4037517"},"comparison":{"status":"INCREASED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"64.7098","valueChangePercent":"121.5366","shareChangeAbsolute":"1586226","valueChangeAbsolute":"241525000"},"security":{"id":"04a2b6b3-1240-463d-a56a-44e2d7a21281","cusip":"874039100","issuerName":"TAIWAN SEMICONDUCTOR MANUFAC","classTitle":"SPONSORED ADS","securityType":"ADR","mappingStatus":"VERIFIED"},"entity":{"id":"def3560b-bcc5-4ffc-b861-1d3d5bd09e90","ticker":"TSM","name":"Taiwan Semiconductor Manufacturing Co."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:35:00.873Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[418,2916,4532,4533,4534,8447,8450,10804,12238,15422,15423,18223,19612,20640,20641,22749,23643,23645,23646,25396,27645,27941,28351,28352,28354,31339,31340,32124,32563,32966,33334,33335],"modelCount":32,"horizons":{"3_MONTH":{"average":"6.4125","median":"6.5000","minimum":"-8.0000","maximum":"12.0000","standardDeviation":"3.2996"},"1_YEAR":{"average":"23.7969","median":"24.5000","minimum":"13.0000","maximum":"45.0000","standardDeviation":"6.4078"},"5_YEAR":{"average":"137.3438","median":"130.0000","minimum":"85.0000","maximum":"280.0000","standardDeviation":"44.3175"}},"bullishness":"BULLISH","latestRunAt":"2026-10-04T11:03:43.464Z","generatedAt":"2026-10-20T00:35:01.057Z"}],"currentMarketData":{"lastPrice":"412.61","marketCap":"63274980.703125","updatedAt":"2026-10-19T11:08:34.775Z"}},{"id":"c2db7465-6403-4a1c-900f-51014d70384a","positionKey":"64c36364-628d-422b-9e8e-88e0dbb11b9e:LONG","positionKind":"LONG","marketValueUsd":"431737000","longBookWeight":"0.02995119","sharesPrincipal":{"type":"SH","amount":"4076838"},"comparison":{"status":"INCREASED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"21.0713","valueChangePercent":"101.1522","shareChangeAbsolute":"709535","valueChangeAbsolute":"217105000"},"security":{"id":"64c36364-628d-422b-9e8e-88e0dbb11b9e","cusip":"225447101","issuerName":"CREE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"ad8e4ecf-1cf4-44fa-b7b2-2387075ab3fa","positionKey":"ef91927b-a192-47d2-b3d7-7a199f70e3ab:LONG","positionKind":"LONG","marketValueUsd":"430372000","longBookWeight":"0.02985649","sharesPrincipal":{"type":"SH","amount":"2706573"},"comparison":{"status":"INCREASED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"0.5085","valueChangePercent":"28.0495","shareChangeAbsolute":"13694","valueChangeAbsolute":"94274000"},"security":{"id":"ef91927b-a192-47d2-b3d7-7a199f70e3ab","cusip":"N6596X109","issuerName":"NXP SEMICONDUCTORS N V","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"f8fbd4e8-c801-4e8c-ac61-8326c9653a24","positionKey":"d99860d7-267c-42a1-8bd7-fc2048461888:LONG","positionKind":"LONG","marketValueUsd":"382289000","longBookWeight":"0.02652080","sharesPrincipal":{"type":"SH","amount":"3883470"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-10.5406","valueChangePercent":"-13.7981","shareChangeAbsolute":"-457574","valueChangeAbsolute":"-61192000"},"security":{"id":"d99860d7-267c-42a1-8bd7-fc2048461888","cusip":"23804L103","issuerName":"DATADOG INC","classTitle":"CL A COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"412e088f-fa77-4bee-a690-8ca34014c2da","ticker":"DDOG","name":"Datadog Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:35:00.873Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[538,3011,4500,4501,4502,8415,8418,10772,12230,15382,15383,18199,19596,20608,20609,22741,23611,23613,25372,26654,27546,28311,28312,28314,28315,31323,31324,32116,32555,32958,33332,33333],"modelCount":32,"horizons":{"3_MONTH":{"average":"6.0625","median":"5.5000","minimum":"2.0000","maximum":"12.0000","standardDeviation":"2.4992"},"1_YEAR":{"average":"21.7656","median":"22.0000","minimum":"8.0000","maximum":"40.0000","standardDeviation":"6.4578"},"5_YEAR":{"average":"136.4063","median":"140.0000","minimum":"55.0000","maximum":"250.0000","standardDeviation":"46.6576"}},"bullishness":"BULLISH","latestRunAt":"2026-10-04T11:03:36.477Z","generatedAt":"2026-10-20T00:35:01.057Z"}],"currentMarketData":{"lastPrice":"247.11","marketCap":"88731.03376922906","updatedAt":"2026-10-19T11:08:39.054Z"}},{"id":"ecaca48e-bbc0-4e32-8339-ea5d2fd9a1f4","positionKey":"d99d160a-40df-4dfe-9d48-74730964923a:LONG","positionKind":"LONG","marketValueUsd":"370726000","longBookWeight":"0.02571863","sharesPrincipal":{"type":"SH","amount":"2452051"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"d99d160a-40df-4dfe-9d48-74730964923a","cusip":"57667L107","issuerName":"MATCH GROUP INC NEW","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"80ba9ed1-ab8b-45c5-8213-6b5d9e19472b","positionKey":"c2479b88-5de2-44b4-81ff-e3b69b139ffb:LONG","positionKind":"LONG","marketValueUsd":"360089000","longBookWeight":"0.02498070","sharesPrincipal":{"type":"SH","amount":"4121426"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-20.6291","valueChangePercent":"-25.9752","shareChangeAbsolute":"-1071191","valueChangeAbsolute":"-126355000"},"security":{"id":"c2479b88-5de2-44b4-81ff-e3b69b139ffb","cusip":"31188V100","issuerName":"FASTLY INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"4e17fea9-543e-4915-8087-e41e1360cece","positionKey":"6dfc49cf-09e9-4259-aa92-f37fdd8888b8:LONG","positionKind":"LONG","marketValueUsd":"353870000","longBookWeight":"0.02454927","sharesPrincipal":{"type":"SH","amount":"1049062"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-29.9331","valueChangePercent":"-49.7245","shareChangeAbsolute":"-448168","valueChangeAbsolute":"-349993000"},"security":{"id":"6dfc49cf-09e9-4259-aa92-f37fdd8888b8","cusip":"98980L101","issuerName":"ZOOM COMMUNICATIONS INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"87ccbcea-f524-440a-8120-6000a09cd92e","ticker":"ZM","name":"Zoom Video Communications Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:35:00.873Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[731,3097,4610,4611,4612,8543,8546,10908,12274,15558,15559,18308,19667,20752,20753,22777,23755,23757,25480,26721,27595,28490,28491,28493,28494,31395,31396,32152,32589,32994,33342,33343],"modelCount":32,"horizons":{"3_MONTH":{"average":"1.4063","median":"2.0000","minimum":"-8.0000","maximum":"7.0000","standardDeviation":"3.9020"},"1_YEAR":{"average":"8.6250","median":"10.0000","minimum":"-10.0000","maximum":"22.0000","standardDeviation":"8.3992"},"5_YEAR":{"average":"50.2188","median":"45.0000","minimum":"-15.0000","maximum":"150.0000","standardDeviation":"32.6235"}},"bullishness":"NEUTRAL","latestRunAt":"2026-10-04T11:04:25.331Z","generatedAt":"2026-10-20T00:35:01.056Z"}],"currentMarketData":{"lastPrice":"94.19","marketCap":"27071.2","updatedAt":"2026-10-19T11:01:39.235Z"}},{"id":"ab30179a-2910-4392-9710-b17799f2460d","positionKey":"325ebbce-ba42-473f-bf96-e659877543f3:LONG","positionKind":"LONG","marketValueUsd":"341487000","longBookWeight":"0.02369021","sharesPrincipal":{"type":"SH","amount":"6695827"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"325ebbce-ba42-473f-bf96-e659877543f3","cusip":"90353T100","issuerName":"UBER TECHNOLOGIES INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"2a06c9a3-8453-4360-8223-235a69817f0e","positionKey":"d2f0b7b6-82a3-49ce-b1f8-99090bfc13bc:LONG","positionKind":"LONG","marketValueUsd":"324168000","longBookWeight":"0.02248873","sharesPrincipal":{"type":"SH","amount":"1353292"},"comparison":{"status":"INCREASED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"386.4229","valueChangePercent":"422.3629","shareChangeAbsolute":"1075079","valueChangeAbsolute":"262110000"},"security":{"id":"d2f0b7b6-82a3-49ce-b1f8-99090bfc13bc","cusip":"146869102","issuerName":"CARVANA CO","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"2a929f67-154a-4d4e-a29a-061f5a5ec39b","positionKey":"81c32c1a-7ef4-4c95-9160-18f3706cd540:LONG","positionKind":"LONG","marketValueUsd":"295142000","longBookWeight":"0.02047509","sharesPrincipal":{"type":"SH","amount":"1477851"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"81c32c1a-7ef4-4c95-9160-18f3706cd540","cusip":"98980G102","issuerName":"ZSCALER INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"8a5ef8a1-2952-4e78-8d5c-74713bc79eec","ticker":"ZS","name":"Zscaler Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:35:00.873Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[533,3007,4496,4497,4498,8411,8414,10768,12229,15377,15378,18196,19594,20604,20605,22740,23607,23609,25369,26652,27412,28306,28307,28309,28310,31321,31322,32115,32554,32957,33537,33943],"modelCount":32,"horizons":{"3_MONTH":{"average":"4.1250","median":"5.0000","minimum":"-8.0000","maximum":"8.5000","standardDeviation":"4.1514"},"1_YEAR":{"average":"19.9688","median":"18.0000","minimum":"12.0000","maximum":"35.0000","standardDeviation":"5.9660"},"5_YEAR":{"average":"128.2813","median":"120.0000","minimum":"70.0000","maximum":"250.0000","standardDeviation":"47.8704"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:07:27.215Z","generatedAt":"2026-10-20T00:35:01.056Z"}],"currentMarketData":{"lastPrice":"207.38","marketCap":"23996.08","updatedAt":"2026-10-19T11:01:05.127Z"}},{"id":"a0b90f26-3848-41af-ab0d-61de375956a7","positionKey":"10c5292a-17c1-4251-bdcb-68a4d4bd2e73:LONG","positionKind":"LONG","marketValueUsd":"247069000","longBookWeight":"0.01714009","sharesPrincipal":{"type":"SH","amount":"3005710"},"comparison":{"status":"INCREASED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"43.1954","valueChangePercent":"74.5096","shareChangeAbsolute":"906684","valueChangeAbsolute":"105490000"},"security":{"id":"10c5292a-17c1-4251-bdcb-68a4d4bd2e73","cusip":"172755100","issuerName":"CIRRUS LOGIC INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"baa20f2f-6140-47dc-a117-d87b96dcd68e","positionKey":"aaa3da26-c72c-4d98-8c8e-54a15f2f3713:LONG","positionKind":"LONG","marketValueUsd":"209347000","longBookWeight":"0.01452317","sharesPrincipal":{"type":"SH","amount":"3021318"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"aaa3da26-c72c-4d98-8c8e-54a15f2f3713","cusip":"83200N103","issuerName":"SMARTSHEET INC","classTitle":"COM CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"ebde1c02-cbd1-4b2a-8106-5063be32561b","positionKey":"82f407e5-9368-43ef-8934-b1963be6bb72:LONG","positionKind":"LONG","marketValueUsd":"197390000","longBookWeight":"0.01369367","sharesPrincipal":{"type":"SH","amount":"582426"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-61.8433","valueChangePercent":"-52.8454","shareChangeAbsolute":"-943982","valueChangeAbsolute":"-221212000"},"security":{"id":"82f407e5-9368-43ef-8934-b1963be6bb72","cusip":"22266L106","issuerName":"COUPA SOFTWARE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"19f1ba83-73b7-4029-9ebf-ca7c30d2684b","positionKey":"1cf5c32c-3747-44ec-b8f7-079409da1b78:LONG","positionKind":"LONG","marketValueUsd":"192540000","longBookWeight":"0.01335721","sharesPrincipal":{"type":"SH","amount":"1454232"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"1cf5c32c-3747-44ec-b8f7-079409da1b78","cusip":"30212P303","issuerName":"EXPEDIA INC DEL","classTitle":"COM NEW","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"050d20b2-70d5-476b-bdca-652d8bd7b9a9","positionKey":"d2be8cd5-e542-4e8b-8702-f1eb320eeb97:LONG","positionKind":"LONG","marketValueUsd":"182505000","longBookWeight":"0.01266104","sharesPrincipal":{"type":"SH","amount":"2860129"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"d2be8cd5-e542-4e8b-8702-f1eb320eeb97","cusip":"30744W107","issuerName":"FARFETCH LTD","classTitle":"ORD SH CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"e4835b5a-4c71-46bc-b85a-451e70b827d4","positionKey":"13b39b17-670a-4bbf-a62f-03a1afa5329b:LONG","positionKind":"LONG","marketValueUsd":"164241000","longBookWeight":"0.01139400","sharesPrincipal":{"type":"SH","amount":"2668856"},"comparison":{"status":"INCREASED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"2.0905","valueChangePercent":"2.4898","shareChangeAbsolute":"54651","valueChangeAbsolute":"3990000"},"security":{"id":"13b39b17-670a-4bbf-a62f-03a1afa5329b","cusip":"482497104","issuerName":"KE HLDGS INC","classTitle":"SPONSORED ADS","securityType":"ADR","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"61a6a58f-8f2b-4296-887e-ce85b494b391","positionKey":"0dcce4e8-66e1-4509-b6c1-f7793db4da21:LONG","positionKind":"LONG","marketValueUsd":"158482000","longBookWeight":"0.01099448","sharesPrincipal":{"type":"SH","amount":"303489"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-47.8585","valueChangePercent":"-49.6909","shareChangeAbsolute":"-278560","valueChangeAbsolute":"-156535000"},"security":{"id":"0dcce4e8-66e1-4509-b6c1-f7793db4da21","cusip":"67066G104","issuerName":"NVIDIA CORPORATION","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"ad2591d2-cac1-4a70-84c2-a2e8bf2efc73","ticker":"NVDA","name":"NVIDIA Corporation"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:35:00.873Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1653,1654,5730,5731,5757,9667,10332,10432,12602,12768,14831,14896,19321,19369,20246,22194,24931,24992,24994,26489,27283,27765,27930,30603,30604,31027,31122,31125,32015,32455,33296,33297,33869],"modelCount":33,"horizons":{"3_MONTH":{"average":"7.3788","median":"8.0000","minimum":"-8.0000","maximum":"20.0000","standardDeviation":"6.4515"},"1_YEAR":{"average":"31.7576","median":"25.0000","minimum":"10.0000","maximum":"80.0000","standardDeviation":"17.4652"},"5_YEAR":{"average":"181.3636","median":"180.0000","minimum":"85.0000","maximum":"350.0000","standardDeviation":"80.2673"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:24.865Z","generatedAt":"2026-10-20T00:35:01.056Z"}],"currentMarketData":{"lastPrice":"214.13","marketCap":"5160532.8985033855","updatedAt":"2026-10-19T11:00:07.248Z"}},{"id":"058d4fb4-c300-47ad-b0e6-22319912c286","positionKey":"90749904-97c8-4bcc-8616-8462f18e8668:LONG","positionKind":"LONG","marketValueUsd":"155339000","longBookWeight":"0.01077644","sharesPrincipal":{"type":"SH","amount":"5397454"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"90749904-97c8-4bcc-8616-8462f18e8668","cusip":"896945201","issuerName":"TRIPADVISOR INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"b4029755-b4cb-4cd7-8db9-8dc60eb2a0d4","positionKey":"f45dc8f7-955a-4a65-aef7-c1c1a16f4fde:LONG","positionKind":"LONG","marketValueUsd":"147753000","longBookWeight":null,"sharesPrincipal":{"type":"SH","amount":"1723669"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"f45dc8f7-955a-4a65-aef7-c1c1a16f4fde","cusip":"090040106","issuerName":"BILIBILI INC","classTitle":"SPONS ADS REP Z","securityType":"UNKNOWN","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"83c22b96-04ea-415c-8863-3a3b67758f07","positionKey":"327af926-fff7-4741-a0e9-96504d5b2a00:LONG","positionKind":"LONG","marketValueUsd":"143688000","longBookWeight":"0.00996816","sharesPrincipal":{"type":"SH","amount":"1003967"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-59.5918","valueChangePercent":"-43.8086","shareChangeAbsolute":"-1480601","valueChangeAbsolute":"-112024000"},"security":{"id":"327af926-fff7-4741-a0e9-96504d5b2a00","cusip":"98936J101","issuerName":"ZENDESK INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"1f4c5efb-a196-47d1-8e51-cfe33f943749","positionKey":"fe6517aa-111c-4ea4-80fa-fc2e32ac51aa:LONG","positionKind":"LONG","marketValueUsd":"134927000","longBookWeight":"0.00936038","sharesPrincipal":{"type":"SH","amount":"1535004"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-77.2315","valueChangePercent":"-74.2127","shareChangeAbsolute":"-5206792","valueChangeAbsolute":"-388304000"},"security":{"id":"fe6517aa-111c-4ea4-80fa-fc2e32ac51aa","cusip":"47215P106","issuerName":"JD.COM INC","classTitle":"SPON ADR CL A","securityType":"ADR","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"92f3cafb-0dff-4e39-aa17-5cca1cef8e93","positionKey":"ca06a701-8bf9-40ae-9e32-58f5a5052d36:LONG","positionKind":"LONG","marketValueUsd":"130933000","longBookWeight":"0.00908330","sharesPrincipal":{"type":"SH","amount":"386804"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-58.468","valueChangePercent":"-43.1035","shareChangeAbsolute":"-544536","valueChangeAbsolute":"-99192000"},"security":{"id":"ca06a701-8bf9-40ae-9e32-58f5a5052d36","cusip":"90138F102","issuerName":"TWILIO INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"2d1cdf41-d54c-4cb4-bf4f-1b1b6aaced2e","ticker":"TWLO","name":"Twilio Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:35:00.873Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[553,3023,4512,4513,4514,8427,8430,10784,12233,15397,15398,18208,19602,20620,20621,22744,23623,23625,23626,25381,27353,28326,28327,28329,28330,31329,31330,32119,32558,32961,33540,33946],"modelCount":32,"horizons":{"3_MONTH":{"average":"4.7031","median":"4.7500","minimum":"-5.0000","maximum":"12.0000","standardDeviation":"3.3839"},"1_YEAR":{"average":"19.3438","median":"18.0000","minimum":"11.0000","maximum":"35.0000","standardDeviation":"6.1472"},"5_YEAR":{"average":"100.1563","median":"85.0000","minimum":"40.0000","maximum":"220.0000","standardDeviation":"44.4846"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:07:59.047Z","generatedAt":"2026-10-20T00:35:01.056Z"}],"currentMarketData":{"lastPrice":"244.37","marketCap":"37529.177098638815","updatedAt":"2026-10-19T11:08:41.181Z"}},{"id":"91c51df6-6c2e-46dc-9bac-baece525aade","positionKey":"cc8971dd-fe1a-4d1c-bfc0-f5b92df02f87:LONG","positionKind":"LONG","marketValueUsd":"130329000","longBookWeight":"0.00904140","sharesPrincipal":{"type":"SH","amount":"3780928"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"cc8971dd-fe1a-4d1c-bfc0-f5b92df02f87","cusip":"282914100","issuerName":"8X8 INC NEW","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"54364c86-eaf1-4879-aaa5-06829e321679","positionKey":"00209a37-62e5-4fd4-b3d8-a0854bfe2f75:LONG","positionKind":"LONG","marketValueUsd":"127979000","longBookWeight":"0.00887837","sharesPrincipal":{"type":"SH","amount":"720318"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"00209a37-62e5-4fd4-b3d8-a0854bfe2f75","cusip":"722304102","issuerName":"PINDUODUO INC","classTitle":"SPONSORED ADS","securityType":"ADR","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"afd1194d-5c81-4c86-a820-928c97494838","positionKey":"d7076a7f-fb2d-4ed8-96ac-f15ee69f01b3:LONG","positionKind":"LONG","marketValueUsd":"125908000","longBookWeight":"0.00873470","sharesPrincipal":{"type":"SH","amount":"495193"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-73.4806","valueChangePercent":"-68.4693","shareChangeAbsolute":"-1372093","valueChangeAbsolute":"-273411000"},"security":{"id":"d7076a7f-fb2d-4ed8-96ac-f15ee69f01b3","cusip":"679295105","issuerName":"OKTA INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"1b58bb56-b102-4052-922b-decd9d5dcae5","positionKey":"21e27a4c-0ea9-4009-880f-b2192b42a4a8:LONG","positionKind":"LONG","marketValueUsd":"118816000","longBookWeight":"0.00824270","sharesPrincipal":{"type":"SH","amount":"2373004"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"21e27a4c-0ea9-4009-880f-b2192b42a4a8","cusip":"83304A106","issuerName":"SNAP INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"cd42a373-25d5-4ce6-bd5d-89a1d29b8e71","ticker":"SNAP","name":"Snap Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:35:00.873Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[726,3093,3790,4607,4608,8539,8542,10904,12273,15553,15554,18305,19665,20748,20749,22776,23751,23753,25477,26719,27329,28485,28486,28488,28489,31393,31394,32151,32879,32993,33571,33974],"modelCount":32,"horizons":{"3_MONTH":{"average":"-1.7031","median":"-4.5000","minimum":"-12.0000","maximum":"10.0000","standardDeviation":"6.8155"},"1_YEAR":{"average":"6.3125","median":"9.0000","minimum":"-30.0000","maximum":"40.0000","standardDeviation":"17.3735"},"5_YEAR":{"average":"57.4063","median":"43.5000","minimum":"-60.0000","maximum":"150.0000","standardDeviation":"57.1959"}},"bullishness":"NEUTRAL","latestRunAt":"2026-10-13T11:12:49.170Z","generatedAt":"2026-10-20T00:35:01.056Z"}],"currentMarketData":{"lastPrice":"6.13","marketCap":"10367.042454984472","updatedAt":"2026-10-19T11:08:56.101Z"}},{"id":"83f7f36f-2078-42b7-bf47-c39bfea3b885","positionKey":"5f414e4a-aaca-4c5d-a9de-564f95a6c2b3:LONG","positionKind":"LONG","marketValueUsd":"97322000","longBookWeight":"0.00675158","sharesPrincipal":{"type":"SH","amount":"2247629"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"0.0","valueChangePercent":"-4.689","shareChangeAbsolute":"0","valueChangeAbsolute":"-4788000"},"security":{"id":"5f414e4a-aaca-4c5d-a9de-564f95a6c2b3","cusip":"264120106","issuerName":"DUCK CREEK TECHNOLOGIES INC","classTitle":"SHS","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"91a40aae-48e2-448e-b8d3-eb5bd215bbff","positionKey":"caa7c1a2-8fd9-46d2-ae74-b371b023cd73:LONG","positionKind":"LONG","marketValueUsd":"97137000","longBookWeight":"0.00673875","sharesPrincipal":{"type":"SH","amount":"265236"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-67.7034","valueChangePercent":"-57.6984","shareChangeAbsolute":"-556015","valueChangeAbsolute":"-132493000"},"security":{"id":"caa7c1a2-8fd9-46d2-ae74-b371b023cd73","cusip":"609839105","issuerName":"MONOLITHIC PWR SYS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"2d966675-9e0c-4600-be74-dfa9118cd302","positionKey":"c9726763-f68f-4914-9e36-d39e7e35233c:LONG","positionKind":"LONG","marketValueUsd":"84420000","longBookWeight":"0.00585652","sharesPrincipal":{"type":"SH","amount":"300000"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"0.0","valueChangePercent":"12.1115","shareChangeAbsolute":"0","valueChangeAbsolute":"9120000"},"security":{"id":"c9726763-f68f-4914-9e36-d39e7e35233c","cusip":"833445109","issuerName":"SNOWFLAKE INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"e179311b-adc9-4232-9bad-0ff3b7b54b16","ticker":"SNOW","name":"Snowflake Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:35:00.873Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[528,3003,4492,4493,4494,8407,8410,10764,12228,15372,15373,18193,19592,20600,20601,22739,23603,23605,23606,25366,27432,28301,28302,28304,28305,31319,31320,32114,32553,32956,33536,33942],"modelCount":32,"horizons":{"3_MONTH":{"average":"3.1094","median":"5.0000","minimum":"-8.0000","maximum":"10.0000","standardDeviation":"5.0369"},"1_YEAR":{"average":"19.0938","median":"19.0000","minimum":"6.0000","maximum":"30.0000","standardDeviation":"5.9391"},"5_YEAR":{"average":"112.0938","median":"120.0000","minimum":"45.0000","maximum":"220.0000","standardDeviation":"38.6324"}},"bullishness":"BULLISH","latestRunAt":"2026-10-13T11:07:19.166Z","generatedAt":"2026-10-20T00:35:01.056Z"}],"currentMarketData":{"lastPrice":"306.84","marketCap":"108253.15062088206","updatedAt":"2026-10-19T11:01:03.002Z"}},{"id":"ab1e2803-bf0e-49b7-926c-1618dd129461","positionKey":"fa7067cb-b3e5-4433-9983-485c1f8820f8:LONG","positionKind":"LONG","marketValueUsd":"72536000","longBookWeight":"0.00503209","sharesPrincipal":{"type":"SH","amount":"508130"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"fa7067cb-b3e5-4433-9983-485c1f8820f8","cusip":"25809K105","issuerName":"DOORDASH INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"80a3f4ba-f4f5-423e-99d1-aabb7d69164c","ticker":"DASH","name":"DoorDash"},"aiProjections":[],"currentMarketData":null},{"id":"6e27761e-f6a7-4b2c-99b6-7d2d871b4528","positionKey":"b43cbfb1-ad4e-4a87-9192-d477989ddd12:LONG","positionKind":"LONG","marketValueUsd":"44655000","longBookWeight":"0.00309788","sharesPrincipal":{"type":"SH","amount":"304190"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"b43cbfb1-ad4e-4a87-9192-d477989ddd12","cusip":"009066101","issuerName":"AIRBNB INC","classTitle":"COM CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"ffa1ff25-7f66-49bb-90ee-6b0a5ba2715d","positionKey":"8a3c435b-986a-4158-93da-e3a85c94211b:LONG","positionKind":"LONG","marketValueUsd":"43161000","longBookWeight":"0.00299423","sharesPrincipal":{"type":"SH","amount":"567978"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"8a3c435b-986a-4158-93da-e3a85c94211b","cusip":"18915M107","issuerName":"CLOUDFLARE INC","classTitle":"CL A COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"b76e8533-dca7-4fce-af3d-ba767f0f6674","positionKey":"87444c54-7efd-4c51-ba37-2b21b3c39d6e:LONG","positionKind":"LONG","marketValueUsd":"29093000","longBookWeight":"0.00201828","sharesPrincipal":{"type":"SH","amount":"1851852"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"87444c54-7efd-4c51-ba37-2b21b3c39d6e","cusip":"77664L108","issuerName":"ROOT INC","classTitle":"COM CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"1585d8e8-6ad0-4f59-973b-1838cb8ad33b","positionKey":"705b286f-7926-4928-b723-370e66cab795:LONG","positionKind":"LONG","marketValueUsd":"24066000","longBookWeight":"0.00166954","sharesPrincipal":{"type":"SH","amount":"173448"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"705b286f-7926-4928-b723-370e66cab795","cusip":"12468P104","issuerName":"C3 AI INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"e80c6b81-febd-4664-8c3f-254dda967422","positionKey":"f1b2bd64-0210-4b9c-8b39-b68787aafe5c:LONG","positionKind":"LONG","marketValueUsd":"23021000","longBookWeight":"0.00159705","sharesPrincipal":{"type":"SH","amount":"150000"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"0.0","valueChangePercent":"75.8402","shareChangeAbsolute":"0","valueChangeAbsolute":"9929000"},"security":{"id":"f1b2bd64-0210-4b9c-8b39-b68787aafe5c","cusip":"91332U101","issuerName":"UNITY SOFTWARE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"41c8bb53-8541-46c0-82f7-0a31fb9c2786","positionKey":"01406e48-6d73-46eb-aa15-6116136e0656:LONG","positionKind":"LONG","marketValueUsd":"14604000","longBookWeight":"0.00101313","sharesPrincipal":{"type":"SH","amount":"53465"},"comparison":{"status":"REDUCED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776","shareChangePercent":"-96.5075","valueChangePercent":"-96.3575","shareChangeAbsolute":"-1477415","valueChangeAbsolute":"-386333000"},"security":{"id":"01406e48-6d73-46eb-aa15-6116136e0656","cusip":"30303M102","issuerName":"META PLATFORMS INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"47396bbf-f982-49a1-bc42-bdad5e10d209","ticker":"META","name":"Meta Platforms Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-10-20T00:35:00.873Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1712,1713,5773,5774,5775,9673,10350,10444,12614,12774,14839,14908,19330,19381,20258,22200,24937,25010,25012,26512,27289,27783,27932,30615,30616,31033,31162,31164,32033,32474,33304,33305,33875],"modelCount":33,"horizons":{"3_MONTH":{"average":"5.6515","median":"5.0000","minimum":"3.0000","maximum":"12.0000","standardDeviation":"2.0578"},"1_YEAR":{"average":"20.8939","median":"20.0000","minimum":"12.0000","maximum":"45.0000","standardDeviation":"6.2738"},"5_YEAR":{"average":"123.2424","median":"120.0000","minimum":"75.0000","maximum":"250.0000","standardDeviation":"39.7576"}},"bullishness":"BULLISH","latestRunAt":"2026-10-10T11:00:41.731Z","generatedAt":"2026-10-20T00:35:01.056Z"}],"currentMarketData":{"lastPrice":"709.325","marketCap":"1807009.7166182154","updatedAt":"2026-10-19T11:00:09.368Z"}},{"id":"dc30b7f7-2743-40c5-a97f-2f2728a495a1","positionKey":"60af0dbc-a997-472e-9368-6082cff5416d:LONG","positionKind":"LONG","marketValueUsd":"10352000","longBookWeight":"0.00071815","sharesPrincipal":{"type":"SH","amount":"249980"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"60af0dbc-a997-472e-9368-6082cff5416d","cusip":"69269L104","issuerName":"OZON HLDGS PLC","classTitle":"SPONSORED ADS","securityType":"ADR","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"dcd2667a-79e4-47d5-8461-b0b9d9f3f156","positionKey":"c2c5cd8e-6de2-4619-adcc-a1a491c5b3f1:LONG","positionKind":"LONG","marketValueUsd":"850000","longBookWeight":null,"sharesPrincipal":{"type":"SH","amount":"49996"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"e683ad20-8744-4582-a4a9-f0459385a776"},"security":{"id":"c2c5cd8e-6de2-4619-adcc-a1a491c5b3f1","cusip":"985194109","issuerName":"YATSEN HLDG LTD","classTitle":"ADS","securityType":"UNKNOWN","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null}]}}