Q1 2022 Holdings
Filed 2022-05-16 | 21 holdings | $3.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.1M | 19,300 | 54.7% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $1.6M | 7,218 | 42.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $14.2K | 4,362 | 0.4% |
| Disney Walt Co(DIS) | COM | 254687106 | $10.2K | 74,499 | 0.3% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $8.2K | 229,728 | 0.2% |
| Yelp Inc(YELP) | CL A | 985817105 | $7.6K | 223,165 | 0.2% |
| Rivian Automotive Inc(RIVN) | COM CL A | 76954A103 | $7.0K | 140,300 | 0.2% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $6.9K | 900,000 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.7K | 21,641 | 0.2% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $6.1K | 246,200 | 0.2% |
| Roblox Corp(RBLX) | CL A | 771049103 | $6.0K | 130,489 | 0.2% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $5.9K | 155,260 | 0.2% |
| Servicenow Inc(NOW) | COM | 81762P102 | $4.9K | 8,740 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $4.7K | 22,359 | 0.1% |
| Docusign Inc(DOCU) | COM | 256163106 | $4.1K | 38,000 | 0.1% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $4.0K | 17,275 | 0.1% |
| Fastly Inc(FSLY) | CL A | 31188V100 | $2.9K | 169,018 | 0.1% |
| Discovery Inc(DISCAUSD) | COM SER A | 25470F104 | $2.7K | 107,500 | 0.1% |
| Pagerduty Inc(PD) | COM | 69553P100 | $2.4K | 71,300 | 0.1% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $2.4K | 16,089 | 0.1% |
| Universal Display Corp(OLED) | COM | 91347P105 | $2.3K | 13,954 | 0.1% |