Q4 2021 Holdings
Filed 2022-02-14 | 7 holdings | $85.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Smartsheet Inc.(SMARGBP) | COM CL A | 83200N103 | $25.2K | 324,879 | 29.5% |
| Vimeo Inc.(VMEO*) | COMMON STOCK | 92719V100 | $18.2K | 1,015,649 | 21.4% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $14.5K | 38,096 | 17.0% |
| IAC Interactive Corporation New(IAC) | COM NEW | 44891N208 | $11.8K | 90,287 | 13.8% |
| Transdigm Group Inc.(TDG) | COM | 893641100 | $8.5K | 13,373 | 10.0% |
| Amazon.com, Inc.(AMZN) | COM | 023135106 | $7.0K | 2,094 | 8.2% |
| Confidential | CONFIDENTIAL | 000000000 | $0 | 0 | 0.0% |