Q2 2021 Holdings
Filed 2021-08-12 | 9 holdings | $54.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CAP STK CL A | 18915M107 | $54.0M | 510,107 | 98.3% |
| Shopify Inc(SHOP) | CAP STK CL A | 82509L107 | $261.5K | 178,978 | 0.5% |
| Facebook Inc(META) | CAP STK CL A | 30303M102 | $140.0K | 402,693 | 0.3% |
| Atlassian Corp PLC(TEAM) | CAP STK CL A | G06242104 | $130.8K | 509,134 | 0.2% |
| Pinterest Inc(PINS) | CAP STK CL A | 72352L106 | $119.4K | 1,512,859 | 0.2% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $106.3K | 30,896 | 0.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $92.1K | 174,368 | 0.2% |
| Datadog Inc(DDOG) | CAP STK CL A | 23804L103 | $37.1K | 356,293 | 0.1% |
| Zoom Video Communications Inc(ZM) | CAP STK CL A | 98980L101 | $35.6K | 91,889 | 0.1% |