Q1 2023 Holdings
Filed 2023-05-15 | 9 holdings | $2.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hubspot Inc(HUBS) | COM | 443573100 | $498.6M | 1,162,876 | 21.9% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $491.8M | 15,257,699 | 21.6% |
| Appian Corp(APPN) | CL A | 03782L101 | $448.9M | 10,115,510 | 19.7% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $231.1M | 2,353,121 | 10.1% |
| Toast Inc(TOST) | CL A | 888787108 | $195.3M | 11,003,462 | 8.6% |
| Cricut Inc(CRCT) | COM CL A | 22658D100 | $151.8M | 14,886,303 | 6.7% |
| Bill Holdings Inc(BILL) | COM | 090043100 | $125.3M | 1,544,528 | 5.5% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $111.5M | 2,324,788 | 4.9% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $26.6M | 2,362,132 | 1.2% |