Q1 2022 Holdings
Filed 2022-05-13 | 7 holdings | $65.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Monday.com Ltd.(MNDY) | SHS | M7S64H106 | $21.1K | 133,500 | 32.2% |
| Vimeo Inc.(VMEO*) | COMMON STOCK | 92719V100 | $12.1K | 1,015,649 | 18.4% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $11.8K | 40,226 | 18.0% |
| IAC Interactive Corporation(IAC) | COM NEW | 44891N208 | $9.1K | 90,287 | 13.8% |
| Transdigm Group Inc.(TDG) | COM | 893641100 | $8.7K | 13,373 | 13.3% |
| Smartsheet Inc.(SMARGBP) | COM CL A | 83200N103 | $2.8K | 51,561 | 4.3% |
| Confidential | CONFIDENTIAL | 000000000 | $0 | 0 | 0.0% |