Q2 2023 Holdings
Filed 2023-08-14 | 9 holdings | $2.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hubspot Inc(HUBS) | COM | 443573100 | $604.3M | 1,135,706 | 23.0% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $521.8M | 12,744,857 | 19.8% |
| Appian Corp(APPN) | CL A | 03782L101 | $481.8M | 10,121,954 | 18.3% |
| Toast Inc(TOST) | CL A | 888787108 | $243.5M | 10,789,837 | 9.3% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $238.9M | 2,298,333 | 9.1% |
| Cricut Inc(CRCT) | COM CL A | 22658D100 | $181.6M | 14,886,303 | 6.9% |
| Bill Holdings Inc(BILL) | COM | 090043100 | $177.0M | 1,514,713 | 6.7% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $147.2M | 2,278,697 | 5.6% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $35.4M | 2,306,847 | 1.3% |