Q2 2023 Holdings
Filed 2023-08-11 | 9 holdings | $405.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $99.6M | 5,665,920 | 24.6% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $69.6M | 1,077,700 | 17.2% |
| Datadog(DDOG) | CL A COM | 23804L103 | $47.3M | 480,840 | 11.7% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $46.2M | 262,571 | 11.4% |
| Block Inc(XYZ) | CL A | 852234103 | $38.2M | 573,553 | 9.4% |
| Braze Inc(BRZE) | COM CL A | 10576N102 | $34.7M | 792,233 | 8.6% |
| Doordash(DASH) | CL A | 25809K105 | $31.5M | 412,240 | 7.8% |
| Carvana Co(CVNA) | CL A | 146869102 | $26.7M | 1,028,467 | 6.6% |
| Wayfair Inc(W) | CL A | 94419L101 | $11.9M | 183,020 | 2.9% |