Q4 2022 Holdings
Filed 2023-02-10 | 10 holdings | $285.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Jfrog LTD(FROG) | ORD SHS | M6191J100 | $72.6M | 3,401,449 | 25.4% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $55.0M | 450,901 | 19.3% |
| Sumo Logic Inc(SUMO2EUR) | COM | 86646P103 | $52.2M | 6,448,005 | 18.3% |
| Braze Inc(BRZE) | COM CL A | 10576N102 | $47.6M | 1,745,381 | 16.7% |
| Avidxchange Holdings Inc(AVDX) | COM | 05368X102 | $28.8M | 2,897,248 | 10.1% |
| Kaltura Inc(KLTR) | COM | 483467106 | $13.7M | 7,980,295 | 4.8% |
| 23Andme Holding Co | CLASS A COM | 90138Q108 | $11.4M | 5,291,824 | 4.0% |
| Uipath Inc(PATH) | CL A | 90364P105 | $2.5M | 200,000 | 0.9% |
| On24 Inc(ONTF) | COM | 68339B104 | $863.0K | 100,000 | 0.3% |
| Cazoo Group LTD | COM | G2007L105 | $509.9K | 3,251,701 | 0.2% |