Q1 2025 Holdings
Filed 2025-05-14 | 9 holdings | $77.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Veeva Sys Inc(VEEV) | CL A COM | 922475108 | $15.4M | 66,343 | 19.7% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $13.7M | 71,749 | 17.5% |
| Monday com Ltd(MNDY) | SHS | M7S64H106 | $12.2M | 50,282 | 15.7% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $11.1M | 52,392 | 14.3% |
| Autodesk Inc(ADSK) | COM | 052769106 | $8.2M | 31,229 | 10.5% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $7.2M | 72,474 | 9.2% |
| AppFolio Inc(APPF) | COM CL A | 03783C100 | $5.3M | 24,184 | 6.8% |
| MongoDB Inc(MDB) | CL A | 60937P106 | $4.9M | 27,797 | 6.3% |
| Confidential | CONFIDENTIAL | 000000000 | $0 | 0 | 0.0% |