Q3 2022 Holdings
Filed 2022-11-10 | 7 holdings | $186.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com Inc(AMZN) | COM | 023135106 | $105.2M | 930,558 | 56.3% |
| Cloudflare Inc(NET) | CAP STK CL A | 18915M107 | $81.3M | 1,470,236 | 43.5% |
| Atlassian Corp PLC(TEAM) | CAP STK CL A | G06242104 | $112.4K | 533,871 | 0.1% |
| Datadog Inc(DDOG) | CAP STK CL A | 23804L103 | $100.8K | 1,134,968 | 0.1% |
| Shopify Inc(SHOP) | CAP STK CL A | 82509L107 | $83.5K | 3,100,246 | 0.0% |
| Crowdstrike Hldgs CL A(CRWD) | CAP STK CL A | 22788C105 | $73.6K | 446,805 | 0.0% |
| Meta Platforms Inc(META) | CAP STK CL A | 30303M102 | $29.3K | 215,606 | 0.0% |