Q4 2020 Holdings
Filed 2021-02-12 | 9 holdings | $149.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| AppFolio Inc.(APPF) | COM CL A | 03783C100 | $149.4M | 830,040 | 100.0% |
| Smartsheet Inc.(SMARGBP) | COM CL A | 83200N103 | $22.5K | 324,879 | 0.0% |
| IAC Interactive Corporation New | COM | 44891N109 | $17.1K | 90,287 | 0.0% |
| Amazon.com, Inc.(AMZN) | COM | 023135106 | $13.9K | 3,079 | 0.0% |
| Transdigm Group Inc.(TDG) | COM | 893641100 | $8.3K | 13,373 | 0.0% |
| Liberty Global PLC Series C | SHS CL C | G5480U120 | $6.9K | 289,812 | 0.0% |
| Mercadolibre Inc.(MELI) | COM | 58733R102 | $3.0K | 1,807 | 0.0% |
| Atlassian Corp PLC(TEAM) | CLA | G06242104 | $2.0K | 8,715 | 0.0% |
| Confidential | CONFIDENTIAL | 000000000 | $0 | 0 | 0.0% |