Q3 2023 Holdings
Filed 2023-11-13 | 8 holdings | $248.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $67.5M | 3,388,107 | 27.2% |
| Doordash(DASH) | CL A | 25809K105 | $32.8M | 412,240 | 13.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $31.8M | 758,405 | 12.8% |
| Datadog(DDOG) | CL A COM | 23804L103 | $29.9M | 328,370 | 12.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $29.2M | 535,904 | 11.8% |
| Braze Inc(BRZE) | COM CL A | 10576N102 | $21.0M | 449,689 | 8.5% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $20.6M | 134,716 | 8.3% |
| Block Inc(XYZ) | CL A | 852234103 | $15.4M | 348,226 | 6.2% |