Q1 2023 Holdings
Filed 2023-05-15 | 7 holdings | $475.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Roblox Corporation(RBLX) | Class A Common | 771049103 | $290.8M | 6,465,782 | 61.1% |
| Datadog, Inc(DDOG) | Class A Common | 23804L103 | $68.2M | 938,437 | 14.3% |
| Braze, Inc.(BRZE) | Class A Common | 10576N102 | $47.4M | 1,370,974 | 10.0% |
| 10x Genomics, Inc.(TXG) | Class A Common | 88025U109 | $41.9M | 750,502 | 8.8% |
| Amplitude, Inc(AMPL) | Class A Common | 03213A104 | $9.5M | 767,617 | 2.0% |
| Nextdoor Holdings, Inc.(NXDR) | Class A Common | 65345M108 | $9.1M | 4,219,811 | 1.9% |
| Okta, Inc.(OKTA) | Class A Common | 679295105 | $8.8M | 102,100 | 1.9% |