Q2 2025 Holdings
Filed 2025-08-13 | 4 holdings | $194.3M | 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 | $144.0M | 500,000 | 74.1% |
| Doximity Inc(DOCS) | CL A COM | 26622P107 | $23.8M | 387,500 | 12.2% |
| Blend Labs Inc(BLND) | CL A COM | 09352U108 | $14.0M | 4,244,379 | 7.2% |
| Servicetitan Inc(TTAN) | SHS CL A | 81764X103 | $12.5M | 116,499 | 6.4% |