Q4 2021 Holdings
Filed 2022-02-11 | 8 holdings | $75.8M | 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 | $74.8M | 569,073 | 98.7% |
| Shopify Inc(SHOP) | CAP STK CL A | 82509L107 | $272.2K | 197,587 | 0.4% |
| Atlassian Corp PLC(TEAM) | CAP STK CL A | G06242104 | $216.9K | 568,850 | 0.3% |
| Meta Platforms Inc(META) | CAP STK CL A | 30303M102 | $149.8K | 445,246 | 0.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $116.0K | 192,601 | 0.2% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $113.0K | 33,900 | 0.1% |
| Datadog Inc(DDOG) | CAP STK CL A | 23804L103 | $70.5K | 395,919 | 0.1% |
| Crowdstrike Hldgs CL A(CRWD) | CAP STK CL A | 22788C105 | $43.9K | 214,261 | 0.1% |