Q2 2022 Holdings
Filed 2022-08-05 | 11 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $1.1M | 25,000 | 52.2% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $989.0K | 9,000 | 47.2% |
| Workday Inc(WDAY) | CL A | 98138H101 | $2.8K | 20,000 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $2.6K | 3,800 | 0.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $2.4K | 3,700 | 0.1% |
| Okta Inc(OKTA) | CL A | 679295105 | $1.1K | 12,000 | 0.1% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $973 | 11,000 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $951 | 2,000 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $843 | 5,000 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $562 | 3,000 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $378 | 4,000 | 0.0% |