Q1 2021 Holdings
Filed 2021-05-17 | 15 holdings | $341.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $42.8K | 181,485 | 12.5% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $36.8K | 245,298 | 10.8% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $32.4K | 87,483 | 9.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $31.4K | 140,703 | 9.2% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $30.1K | 492,053 | 8.8% |
| Repay Hldgs Corp(RPAY) | COM CL A | 76029L100 | $26.3K | 1,121,465 | 7.7% |
| Dynatrace Inc(DT) | COM NEW | 268150109 | $23.1K | 478,795 | 6.8% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $21.4K | 403,660 | 6.3% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $21.1K | 59,215 | 6.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $19.9K | 9,665 | 5.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $18.4K | 5,945 | 5.4% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $17.8K | 159,700 | 5.2% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $8.4K | 34,620 | 2.5% |
| Servicenow Inc(NOW) | COM | 81762P102 | $6.4K | 12,827 | 1.9% |
| Ncino Inc | COM | 63947U107 | $5.5K | 81,955 | 1.6% |