Q1 2021 Holdings
Filed 2021-05-11 | 16 holdings | $183.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Twilio Inc(TWLO) | CL A | 90138F102 | $26.5K | 77,690 | 14.5% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $24.0K | 36,900 | 13.1% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $18.4K | 100,600 | 10.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $17.6K | 5,700 | 9.6% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $15.3K | 13,800 | 8.3% |
| Facebook Inc(META) | CL A | 30303M102 | $11.4K | 24,500 | 6.2% |
| Docusign Inc(DOCU) | COM | 256163106 | $10.3K | 50,700 | 5.6% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $9.7K | 51,400 | 5.3% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $9.2K | 60,300 | 5.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $8.3K | 15,100 | 4.5% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $8.1K | 30,200 | 4.4% |
| Quantumscape Corp(QS) | COM | 74767V109 | $8.1K | 180,000 | 4.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.7K | 2,281 | 2.6% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $4.3K | 12,080 | 2.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.9K | 18,400 | 2.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.4K | 1,630 | 1.8% |