Q1 2022 Holdings
Filed 2022-05-13 | 8 holdings | $83.5M | 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 | $82.7M | 691,076 | 99.1% |
| Atlassian Corp PLC(TEAM) | CAP STK CL A | G06242104 | $182.4K | 620,598 | 0.2% |
| Shopify Inc(SHOP) | CAP STK CL A | 82509L107 | $145.2K | 214,873 | 0.2% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $120.5K | 36,956 | 0.1% |
| Datadog Inc(DDOG) | CAP STK CL A | 23804L103 | $90.3K | 596,111 | 0.1% |
| Meta Platforms Inc(META) | CAP STK CL A | 30303M102 | $83.1K | 373,585 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $62.1K | 165,778 | 0.1% |
| Crowdstrike Hldgs CL A(CRWD) | CAP STK CL A | 22788C105 | $61.5K | 270,770 | 0.1% |