Q2 2024 Holdings
Filed 2024-08-12 | 10 holdings | $57.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $11.5M | 88,422 | 20.1% |
| Atlassian Corp PLC(TEAM) | CL A | 049468101 | $9.9M | 56,134 | 17.4% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $9.3M | 48,260 | 16.4% |
| Veeva Systems Inc.(VEEV) | CL A COM | 922475108 | $9.3M | 50,780 | 16.3% |
| Monday com Ltd(MNDY) | SHS | M7S64H106 | $7.5M | 31,179 | 13.2% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $4.1M | 93,955 | 7.3% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $2.6M | 2,040 | 4.6% |
| ZoomInfo Technologies Inc(GTM) | COMMON STOCK | 98980F104 | $1.8M | 140,485 | 3.1% |
| AppFolio Inc.(APPF) | COM CL A | 03783C100 | $963.4K | 3,939 | 1.7% |
| Confidential | CONFIDENTIAL | 000000000 | $0 | 0 | 0.0% |