Q4 2023 Holdings
Filed 2024-02-14 | 53 holdings | $298.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| N-Able, Inc.(NABL) | Common | 62878D100 | $38.5M | 2,903,030 | 12.9% |
| Toast, Inc.(TOST) | Common CLA | 888787108 | $41.7M | 2,282,878 | 14.0% |
| Wayfair Inc.(W) | Common CLA | 94419L101 | $65.5M | 1,062,126 | 22.0% |