Q2 2022 Holdings
Filed 2022-08-12 | 10 holdings | $104.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bill.com Hldg Inc.(BILL) | COM | 090043100 | $60.0K | 545 | 57.4% |
| Monday.com Ltd.(MNDY) | SHS | M7S64H106 | $13.8K | 133,500 | 13.2% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $7.5K | 40,226 | 7.2% |
| Transdigm Group Inc.(TDG) | COM | 893641100 | $7.2K | 13,373 | 6.9% |
| IAC Interactive Corporation(IAC) | COM NEW | 44891N208 | $6.9K | 90,287 | 6.6% |
| Datadog Inc. | CL A COM | 23804L903 | $5.0K | 52,091 | 4.7% |
| Snowflake Inc.(SNOW) | CL A | 833445109 | $2.6K | 18,700 | 2.5% |
| Smartsheet Inc.(SMARGBP) | COM CL A | 83200N103 | $1.6K | 51,561 | 1.6% |
| Vimeo Inc.(VMEO*) | COMMON STOCK | 92719V100 | $50 | 8,278 | 0.0% |
| Confidential | CONFIDENTIAL | 000000000 | $0 | 0 | 0.0% |