Q2 2021 Holdings
Filed 2021-08-16 | 4 holdings | $515.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $159.3K | 3,849,616 | 30.9% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $156.4K | 1,798,810 | 30.3% |
| Hubspot Inc(HUBS) | COM | 443573100 | $131.3K | 225,377 | 25.5% |
| Workday Inc(WDAY) | CL A | 98138H101 | $68.7K | 287,586 | 13.3% |