Q1 2024 Holdings
Filed 2024-05-15 | 7 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hubspot Inc(HUBS) | COM | 443573100 | $389.3M | 621,319 | 24.3% |
| Toast Inc(TOST) | CL A | 888787108 | $259.2M | 10,402,454 | 16.2% |
| Global-E Online LTD(GLBE) | SHS | M5216V106 | $242.8M | 6,680,754 | 15.2% |
| Appian Corp(APPN) | CL A | 03782L101 | $235.3M | 5,890,304 | 14.7% |
| Floor & Decor Hldngs Inc(FND) | CL A | 339750101 | $231.1M | 1,782,746 | 14.4% |
| Bill Holdings Inc(BILL) | COM | 090043100 | $162.1M | 2,359,427 | 10.1% |
| Affirm Holdings Inc(AFRM) | COM CL A | 00827B106 | $79.3M | 2,129,044 | 5.0% |