Q1 2023 Holdings
Filed 2023-05-12 | 10 holdings | $239.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sumo Logic Inc(SUMO2EUR) | COM | 86646P103 | $77.2M | 6,448,005 | 32.3% |
| Braze Inc(BRZE) | COM CL A | 10576N102 | $60.3M | 1,745,381 | 25.2% |
| Jfrog LTD(FROG) | ORD SHS | M6191J100 | $24.4M | 1,237,748 | 10.2% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $22.8M | 160,031 | 9.6% |
| Avidxchange Holdings Inc(AVDX) | COM | 05368X102 | $22.6M | 2,897,248 | 9.4% |
| Kaltura Inc(KLTR) | COM | 483467106 | $15.3M | 7,980,295 | 6.4% |
| 23Andme Holding Co | CLASS A COM | 90138Q108 | $12.1M | 5,291,824 | 5.0% |
| Uipath Inc(PATH) | CL A | 90364P105 | $3.5M | 200,000 | 1.5% |
| On24 Inc(ONTF) | COM | 68339B104 | $876.0K | 100,000 | 0.4% |