Q3 2022 Holdings
Filed 2022-11-14 | 8 holdings | $118.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bill.com Hldgs Inc.(BILL) | COM | 090043100 | $72.0K | 545 | 60.8% |
| Monday.com Ltd.(MNDY) | SHS | M7S64H106 | $15.1K | 133,500 | 12.8% |
| Snowflake Inc.(SNOW) | CL A | 833445109 | $9.4K | 55,083 | 7.9% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $8.5K | 40,226 | 7.2% |
| Transdigm Group Inc.(TDG) | COM | 893641100 | $7.0K | 13,373 | 5.9% |
| Datadog Inc. | CL A COM | 23804L903 | $4.6K | 52,091 | 3.9% |
| Smartsheet Inc.(SMARGBP) | COM CL A | 83200N103 | $1.8K | 51,561 | 1.5% |
| Confidential | CONFIDENTIAL | 000000000 | $0 | 0 | 0.0% |