Q4 2023 Holdings
Filed 2024-02-06 | 7 holdings | $291.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $71.8M | 3,054,607 | 24.6% |
| Doordash(DASH) | CL A | 25809K105 | $56.6M | 572,740 | 19.4% |
| Carvana Co(CVNA) | CL A | 146869102 | $46.4M | 876,905 | 15.9% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $41.7M | 535,904 | 14.3% |
| Datadog(DDOG) | CL A COM | 23804L103 | $37.1M | 305,620 | 12.7% |
| Block Inc(XYZ) | CL A | 852234103 | $26.9M | 348,226 | 9.2% |
| Braze Inc(BRZE) | COM CL A | 10576N102 | $11.1M | 208,524 | 3.8% |