Q3 2024 Holdings
Filed 2024-11-13 | 9 holdings | $75.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Atlassian Corporation(TEAM) | CL A | 049468101 | $14.9M | 93,892 | 19.8% |
| Veeva Sys Inc(VEEV) | CL A COM | 922475108 | $14.1M | 67,154 | 18.7% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $13.4M | 71,749 | 17.7% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $11.1M | 96,700 | 14.8% |
| Monday com Ltd(MNDY) | SHS | M7S64H106 | $8.7M | 31,179 | 11.5% |
| Autodesk Inc(ADSK) | COM | 052769106 | $7.6M | 27,503 | 10.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $4.8M | 59,400 | 6.3% |
| AppFolio Inc(APPF) | COM CL A | 03783C100 | $927.2K | 3,939 | 1.2% |
| Confidential | CONFIDENTIAL | 000000000 | $0 | 0 | 0.0% |