Q1 2021 Holdings
Filed 2021-05-14 | 8 holdings | $58.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| AppFolio Inc.(APPF) | COM CL A | 03783C100 | $58.2M | 411,532 | 99.9% |
| Smartsheet Inc.(SMARGBP) | COM CL A | 83200N103 | $20.8K | 324,879 | 0.0% |
| IAC Interactive Corporation | COM | 44891N109 | $19.5K | 90,287 | 0.0% |
| Amazon.com, Inc.(AMZN) | COM | 023135106 | $9.5K | 3,079 | 0.0% |
| Transdigm Group Inc.(TDG) | COM | 893641100 | $7.9K | 13,373 | 0.0% |
| Mercadolibre Inc.(MELI) | COM | 58733R102 | $6.9K | 4,714 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $1.8K | 8,715 | 0.0% |
| Confidential | CONFIDENTIAL | 000000000 | $0 | 0 | 0.0% |