Q2 2024 Holdings
Filed 2024-08-14 | 7 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hubspot Inc(HUBS) | COM | 443573100 | $353.8M | 599,833 | 25.0% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $245.8M | 6,776,495 | 17.3% |
| Toast Inc(TOST) | CL A | 888787108 | $220.4M | 8,550,701 | 15.5% |
| Bill Holdings Inc(BILL) | COM | 090043100 | $181.8M | 3,454,823 | 12.8% |
| Appian Corp(APPN) | CL A | 03782L101 | $181.8M | 5,890,304 | 12.8% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $171.8M | 1,727,731 | 12.1% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $62.2M | 2,059,737 | 4.4% |