Q4 2019 Holdings
Filed 2020-02-12 | 10 holdings | $196.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dynatrace Inc(DT) | COM | 268150109 | $115.2K | 4,551,810 | 58.7% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $28.0K | 187,429 | 14.3% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $22.5K | 757,401 | 11.5% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $10.1K | 137,377 | 5.1% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $10.0K | 199,606 | 5.1% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $5.5K | 145,125 | 2.8% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $2.2K | 33,458 | 1.1% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $1.5K | 33,749 | 0.7% |
| Kura Oncology Inc(KURA) | COM | 50127T109 | $848 | 61,638 | 0.4% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $667 | 10,609 | 0.3% |