Q3 2021 Holdings
Filed 2021-11-15 | 572 holdings | $4.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cadence Design System Inc(CDNS) | Common | 127387108 | $138.7M | 915,685 | 3.2% |
| Casella Waste Systems(CWST) | Common | 147448104 | $179.8M | 2,367,070 | 4.1% |
| Align Technology Inc(ALGN) | Common | 016255101 | $197.1M | 296,247 | 4.5% |
| Caredx Inc(CDNA) | Common | 14167L103 | $217.9M | 3,437,817 | 5.0% |
| Bigcommerce Holdings Inc(CMRC) | Common | 08975P108 | $220.3M | 4,349,573 | 5.0% |
| Blackline Inc(BL) | Common | 09239B109 | $226.2M | 1,915,862 | 5.1% |
| Atricure Inc(ATRC) | Common | 04963C209 | $233.3M | 3,354,686 | 5.3% |
| Bill.com Holdings Inc(BILL) | Common | 090043100 | $269.1M | 1,008,085 | 6.1% |
| Chegg Inc(CHGG) | Common | 163092109 | $357.0M | 5,248,082 | 8.1% |
| Advanced Micro Devices Inc.(AMD) | Common | 007903107 | $368.0M | 3,576,444 | 8.4% |
| Cryoport Inc(CYRX) | Common | 229050307 | $377.1M | 5,669,796 | 8.6% |
| Adobe Inc.(ADBE) | Common | 00724F101 | $826.4M | 1,435,453 | 18.8% |