Q1 2024 Holdings
Filed 2024-05-14 | 8 holdings | $338.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Doordash Inc(DASH) | CL A | 25809K105 | $90.1M | 654,340 | 26.6% |
| Carvana Co(CVNA) | CL A | 146869102 | $77.1M | 876,905 | 22.8% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $41.4M | 535,904 | 12.2% |
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $38.9M | 2,134,607 | 11.5% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $37.8M | 305,620 | 11.2% |
| Block Inc(XYZ) | CL A | 852234103 | $25.7M | 304,026 | 7.6% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $20.9M | 302,500 | 6.2% |
| Braze Inc(BRZE) | COM CL A | 10576N102 | $6.6M | 148,024 | 1.9% |