Q3 2019 Holdings
Filed 2019-11-14 | 14 holdings | $326.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Docusign Inc(DOCU) | COM | 256163106 | $39.3K | 635,073 | 12.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $33.4K | 590,361 | 10.2% |
| Square Inc(XYZ) | CL A | 852234103 | $32.9K | 531,195 | 10.1% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $31.6K | 287,022 | 9.7% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $30.6K | 1,157,131 | 9.4% |
| Svmk Inc | COM | 78489X103 | $29.3K | 1,715,288 | 9.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $27.7K | 767,840 | 8.5% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $26.4K | 640,250 | 8.1% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $20.9K | 702,135 | 6.4% |
| Azul S A | SPONSR ADR PFD | 05501U106 | $17.6K | 491,411 | 5.4% |
| Arco Platform LTD | COM CL A | G04553106 | $15.2K | 299,001 | 4.6% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $13.1K | 126,588 | 4.0% |
| Zendesk Inc | COM | 98936J101 | $6.6K | 90,136 | 2.0% |
| The Realreal Inc(REAL) | COM | 88339P101 | $2.2K | 100,000 | 0.7% |