Q4 2022 Holdings
Filed 2023-02-14 | 8 holdings | $2.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| DoubleVerify Hldgs Inc(DV) | COM | 25862V105 | $1.5B | 67,540,908 | 65.5% |
| TopGolf Callaway Brands Corp(CALY) | COM | 131193104 | $418.2M | 21,175,226 | 18.5% |
| Outfront Media Inc | COM | 69007J106 | $288.3M | 17,388,024 | 12.7% |
| nCino Inc(NCNO) | COM | 63947X101 | $20.0M | 757,313 | 0.9% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $18.7M | 254,800 | 0.8% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $17.8M | 732,000 | 0.8% |
| Hubspot Inc(HUBS) | COM | 443573100 | $15.6M | 54,108 | 0.7% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $3.3M | 69,010 | 0.1% |