Q4 2023 Holdings
Filed 2024-02-14 | 8 holdings | $1.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hubspot Inc(HUBS) | COM | 443573100 | $482.6M | 831,259 | 25.1% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $445.6M | 11,243,934 | 23.2% |
| Appian Corp(APPN) | CL A | 03782L101 | $249.0M | 6,611,444 | 13.0% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $234.4M | 2,100,742 | 12.2% |
| Toast Inc(TOST) | CL A | 888787108 | $199.3M | 10,913,464 | 10.4% |
| Bill Holdings Inc(BILL) | COM | 090043100 | $139.6M | 1,711,392 | 7.3% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $109.8M | 2,233,724 | 5.7% |
| Cricut Inc(CRCT) | COM CL A | 22658D100 | $61.9M | 9,386,303 | 3.2% |