Q3 2020 Holdings
Filed 2020-11-16 | 8 holdings | $132.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| AppFolio Inc.(APPF) | COM CL A | 03783C100 | $132.1M | 931,851 | 100.0% |
| Smartsheet Inc.(SMARGBP) | COM CL A | 83200N103 | $16.1K | 324,879 | 0.0% |
| Amazon.com, Inc.(AMZN) | COM | 023135106 | $9.7K | 3,079 | 0.0% |
| IAC Interactive Corporation | COM | 44891N109 | $7.0K | 58,737 | 0.0% |
| Transdigm Group Inc.(TDG) | COM | 893641100 | $6.4K | 13,373 | 0.0% |
| Liberty Global PLC Series C | SHS CL C | G5480U120 | $6.0K | 289,812 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $4.2K | 17,195 | 0.0% |
| Confidential | CONFIDENTIAL | 000000000 | $0 | 0 | 0.0% |