Q4 2024 Holdings
Filed 2025-02-14 | 7 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bill Holdings Inc(BILL) | COM | 090043100 | $430.3M | 5,079,371 | 26.5% |
| Appian Corp(APPN) | CL A | 03782L101 | $335.7M | 10,179,538 | 20.7% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $213.5M | 3,915,413 | 13.2% |
| Hubspot Inc(HUBS) | COM | 443573100 | $206.1M | 295,789 | 12.7% |
| Floor & Decor Holdings Inc(FND) | CL A | 339750101 | $172.3M | 1,727,731 | 10.6% |
| Toast Inc(TOST) | CL A | 888787108 | $139.6M | 3,829,470 | 8.6% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $125.4M | 2,059,737 | 7.7% |