Q3 2023 Holdings
Filed 2023-11-14 | 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 | $482.4M | 979,548 | 21.1% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $464.7M | 11,692,772 | 20.4% |
| Appian Corp(APPN) | CL A | 03782L101 | $461.7M | 10,121,954 | 20.2% |
| Toast Inc(TOST) | CL A | 888787108 | $203.7M | 10,876,373 | 8.9% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $201.5M | 2,226,899 | 8.8% |
| Bill Holdings Inc(BILL) | COM | 090043100 | $159.3M | 1,467,604 | 7.0% |
| Cricut Inc(CRCT) | COM CL A | 22658D100 | $138.3M | 14,886,303 | 6.1% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $120.5M | 2,207,495 | 5.3% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $49.1M | 2,309,316 | 2.2% |