Q1 2023 Holdings
Filed 2023-05-12 | 8 holdings | $626.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Shopify Inc(SHOP) | CL A | 82509L107 | $114.5M | 2,388,293 | 18.3% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $101.3M | 591,906 | 16.2% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $94.8M | 1,304,310 | 15.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $86.8M | 840,533 | 13.9% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $83.4M | 1,353,330 | 13.3% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $66.9M | 487,479 | 10.7% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $45.9M | 216,717 | 7.3% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $32.3M | 143,721 | 5.2% |