Q4 2020 Holdings
Filed 2021-02-16 | 14 holdings | $19.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $19.1M | 140,000 | 99.5% |
| Carvana Co(CVNA) | COM | 146869102 | $24.0K | 100,000 | 0.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $20.9K | 105,000 | 0.1% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $11.3K | 40,000 | 0.1% |
| Square Inc(XYZ) | CL A | 852234103 | $8.2K | 37,500 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $8.0K | 14,500 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $7.8K | 2,400 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.7K | 30,000 | 0.0% |
| Zoominfo Technologies Inc(GTM) | COM CL A | 98980F104 | $4.8K | 100,000 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $3.4K | 10,000 | 0.0% |
| Jfrog LTD(FROG) | ORD SHS | M6191J100 | $1.9K | 30,000 | 0.0% |
| Ncino Inc | COM | 63947U107 | $1.8K | 25,000 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $1.3K | 15,000 | 0.0% |
| Doordash Inc(DASH) | CL A | 25809K105 | $14 | 100 | 0.0% |