Q4 2024 Holdings
Filed 2025-02-18 | 7 holdings | $59.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com Inc.(AMZN) | COM | 023135106 | $15.7M | 71,749 | 26.3% |
| Veeva Sys Inc(VEEV) | CL A COM | 922475108 | $14.1M | 67,154 | 23.6% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $13.6M | 55,892 | 22.7% |
| Autodesk Inc(ADSK) | COM | 052769106 | $8.1M | 27,503 | 13.6% |
| Monday com Ltd(MNDY) | SHS | M7S64H106 | $7.3M | 31,179 | 12.3% |
| AppFolio Inc(APPF) | COM CL A | 03783C100 | $971.8K | 3,939 | 1.6% |
| Confidential | CONFIDENTIAL | 000000000 | $0 | 0 | 0.0% |