Q3 2022 Holdings
Filed 2022-11-14 | 11 holdings | $448.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Docebo Inc(DCBO) | COM | 25609L105 | $131.6K | 4,874,150 | 29.3% |
| Semrush Hldgs Inc(SEMR) | CL A COM | 81686C104 | $65.5K | 5,839,589 | 14.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $63.1K | 271,000 | 14.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $43.2K | 318,192 | 9.6% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $33.0K | 62,923 | 7.4% |
| EXP World Hldgs Inc(EXPI) | COM | 30212W100 | $26.7K | 2,383,000 | 6.0% |
| Knowbe4 Inc | CL A | 49926T104 | $25.3K | 1,215,742 | 5.6% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $22.8K | 308,820 | 5.1% |
| Docusign Inc(DOCU) | COM | 256163106 | $14.5K | 271,000 | 3.2% |
| Hubspot Inc(HUBS) | COM | 443573100 | $11.9K | 43,869 | 2.6% |
| Engagesmart Inc(ESMTUSD) | COMMON STOCK | 29283F103 | $11.0K | 531,800 | 2.5% |