Q4 2020 Holdings
Filed 2021-05-18 | 16 holdings | $111.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $20.6K | 36,900 | 18.4% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $20.3K | 77,690 | 18.1% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $16.1K | 100,600 | 14.4% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $11.8K | 13,800 | 10.5% |
| Docusign Inc(DOCU) | COM | 256163106 | $8.1K | 50,700 | 7.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $8.0K | 5,700 | 7.2% |
| Slack Technologies Inc(WORK) | COM CL A | 83088V102 | $5.2K | 426,100 | 4.6% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $4.8K | 60,300 | 4.3% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $4.7K | 30,200 | 4.2% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $4.6K | 51,400 | 4.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $3.3K | 15,100 | 2.9% |
| Facebook Inc(META) | CL A | 30303M102 | $1.7K | 24,500 | 1.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $946 | 2,281 | 0.8% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $707 | 12,080 | 0.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $673 | 1,630 | 0.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $562 | 18,400 | 0.5% |