Q1 2023 Holdings
Filed 2023-05-15 | 10 holdings | $330.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $87.0M | 5,665,920 | 26.3% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $58.0M | 1,208,950 | 17.5% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $40.5M | 262,571 | 12.3% |
| Block Inc(XYZ) | CL A | 852234103 | $39.4M | 573,553 | 11.9% |
| Datadog(DDOG) | CL A COM | 23804L103 | $31.7M | 435,832 | 9.6% |
| Braze Inc(BRZE) | COM CL A | 10576N102 | $27.4M | 792,233 | 8.3% |
| TIO Tech A | UNIT 04/12/2028 | G8T10C122 | $20.4M | 2,000,000 | 6.2% |
| Doordash(DASH) | CL A | 25809K105 | $16.5M | 260,050 | 5.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $6.3M | 183,020 | 1.9% |
| Carvana Co(CVNA) | CL A | 146869102 | $3.2M | 325,255 | 1.0% |