Q1 2023 Holdings
Filed 2023-05-15 | 11 holdings | $188.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Snowflake Inc(SNOW) | CL A | 833445109 | $52.8M | 342,068 | 28.0% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $27.6M | 1,451,684 | 14.7% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $23.2M | 2,059,237 | 12.3% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $22.7M | 12,909,083 | 12.1% |
| Hashicorp Inc | COM CL A | 418100103 | $19.8M | 674,645 | 10.5% |
| Xpeng Inc(XPEV) | ADS | 98422D105 | $13.7M | 1,235,841 | 7.3% |
| Bigcommerce Hldgs Inc(CMRC) | COM SER 1 | 08975P108 | $11.6M | 1,300,985 | 6.2% |
| Contextlogic Inc | COM CL A | 21077C107 | $11.6M | 25,707,499 | 6.1% |
| Agora Inc(API) | ADS | 00851L103 | $2.7M | 750,000 | 1.4% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $2.4M | 791,066 | 1.3% |
| Accolade Inc(ACCDEUR) | COM | 00437E102 | $75.8K | 5,268 | 0.0% |