Q2 2021 Holdings
Filed 2021-08-13 | 8 holdings | $145.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vimeo Inc.(VMEO*) | COMMON STOCK | 92719V100 | $49.8K | 1,015,649 | 34.2% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $32.1K | 125,015 | 22.1% |
| Smartsheet Inc.(SMARGBP) | COM CL A | 83200N103 | $23.5K | 324,879 | 16.1% |
| IAC Interactive Corporation New(IAC) | COM NEW | 44891N208 | $13.9K | 90,287 | 9.6% |
| Amazon.com, Inc.(AMZN) | COM | 023135106 | $10.2K | 2,968 | 7.0% |
| Transdigm Group Inc.(TDG) | COM | 893641100 | $8.7K | 13,373 | 5.9% |
| Mercadolibre Inc.(MELI) | COM | 58733R102 | $7.3K | 4,714 | 5.0% |
| Confidential | CONFIDENTIAL | 000000000 | $0 | 0 | 0.0% |