Q2 2022 Holdings
Filed 2022-08-15 | 9 holdings | $469.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Docebo Inc(DCBO) | COM | 25609L105 | $138.6K | 4,824,919 | 29.5% |
| Semrush Hldgs Inc(SEMR) | CL A COM | 81686C104 | $76.0K | 5,879,624 | 16.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $69.6K | 271,000 | 14.8% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $56.5K | 350,192 | 12.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $43.6K | 81,323 | 9.3% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $36.8K | 317,820 | 7.8% |
| EXP World Hldgs Inc(EXPI) | COM | 30212W100 | $32.5K | 2,758,000 | 6.9% |
| Docusign Inc(DOCU) | COM | 256163106 | $16.4K | 286,000 | 3.5% |