Q2 2022 Holdings
Filed 2022-08-12 | 7 holdings | $147.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com Inc(AMZN) | COM | 023135106 | $89.1M | 838,799 | 60.4% |
| Cloudflare Inc(NET) | CAP STK CL A | 18915M107 | $57.9M | 1,322,582 | 39.3% |
| Atlassian Corp PLC(TEAM) | CAP STK CL A | G06242104 | $128.4K | 685,382 | 0.1% |
| Datadog Inc(DDOG) | CAP STK CL A | 23804L103 | $97.4K | 1,022,504 | 0.1% |
| Shopify Inc(SHOP) | CAP STK CL A | 82509L107 | $87.3K | 2,793,960 | 0.1% |
| Crowdstrike Hldgs CL A(CRWD) | CAP STK CL A | 22788C105 | $67.9K | 402,854 | 0.0% |
| Meta Platforms Inc(META) | CAP STK CL A | 30303M102 | $45.1K | 279,981 | 0.0% |