Q3 2025 Holdings
Filed 2025-11-12 | 4 holdings | $204.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $149.0M | 500,000 | 72.8% |
| Doximity Inc(DOCS) | CL A COM | 26622P107 | $28.3M | 387,500 | 13.9% |
| Blend Labs Inc(BLND) | CL A COM | 09352U108 | $15.5M | 4,244,379 | 7.6% |
| Servicetitan Inc(TTAN) | SHS CL A | 81764X103 | $11.7M | 116,500 | 5.7% |