Q2 2023 Holdings
Filed 2023-08-11 | 8 holdings | $723.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $136.6M | 1,388,943 | 18.9% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $124.9M | 1,932,944 | 17.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $116.7M | 895,410 | 16.1% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $94.1M | 1,438,734 | 13.0% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $78.8M | 469,726 | 10.9% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $76.1M | 517,936 | 10.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $66.3M | 230,945 | 9.2% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $29.9M | 153,026 | 4.1% |