Q1 2022 Holdings
Filed 2022-05-16 | 17 holdings | $772.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $201.7K | 61,877 | 26.1% |
| CME Group Inc(CME) | COM | 12572Q105 | $132.1K | 555,568 | 17.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $112.1K | 313,765 | 14.5% |
| Qualtrics Intl Inc | COM CL A | 747601201 | $65.9K | 2,306,642 | 8.5% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $57.8K | 2,348,269 | 7.5% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $38.3K | 988,728 | 5.0% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $33.2K | 2,414,482 | 4.3% |
| IAC Interactivecorp New(IAC) | COM NEW | 44891N208 | $32.6K | 325,167 | 4.2% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $22.8K | 151,265 | 3.0% |
| Morningstar Inc(MORN) | COM | 617700109 | $17.1K | 62,483 | 2.2% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $13.2K | 133,012 | 1.7% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $12.4K | 214,587 | 1.6% |
| Angi Inc(ANGI1EUR) | COM CL A NEW | 00183L102 | $11.7K | 2,071,231 | 1.5% |
| Vimeo Inc(VMEO*) | COMMON STOCK | 92719V100 | $8.5K | 714,948 | 1.1% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $5.9K | 388,422 | 0.8% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $4.2K | 13,875 | 0.5% |
| American Well Corp | CL A | 03044L105 | $2.9K | 684,874 | 0.4% |