Q2 2022 Holdings
Filed 2022-08-15 | 6 holdings | $713.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $181.1K | 5,069,487 | 25.4% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $123.5K | 3,928,532 | 17.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $115.1K | 448,283 | 16.1% |
| Hubspot Inc(HUBS) | COM | 443573100 | $111.9K | 372,108 | 15.7% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $102.6K | 21,772,980 | 14.4% |
| Workday Inc(WDAY) | CL A | 98138H101 | $79.0K | 565,977 | 11.1% |