Q4 2022 Holdings
Filed 2023-02-14 | 7 holdings | $487.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Shopify Inc(SHOP) | CAP STK CL A | 82509L107 | $109.9M | 3,167,252 | 22.5% |
| Datadog Inc(DDOG) | CAP STK CL A | 23804L103 | $85.2M | 1,159,712 | 17.5% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $79.9M | 950,896 | 16.4% |
| Atlassian Corporation(TEAM) | CAP STK CL A | 049468101 | $70.2M | 545,447 | 14.4% |
| Cloudflare Inc(NET) | CAP STK CL A | 18915M107 | $67.9M | 1,502,330 | 13.9% |
| Crowdstrike Hldgs CL A(CRWD) | CAP STK CL A | 22788C105 | $48.1M | 456,508 | 9.9% |
| Meta Platforms Inc(META) | CAP STK CL A | 30303M102 | $26.5M | 220,316 | 5.4% |