Q2 2023 Holdings
Filed 2023-08-03 | 9 holdings | $55.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Toast, Inc.(TOST) | CL A | 888787108 | $26.4M | 1,168,871 | 47.2% |
| Monday.com(MNDY) | SHS | M7S64H106 | $9.9M | 57,558 | 17.6% |
| LegalZoom.com, Inc.(LZ) | COM | 52466B103 | $8.1M | 671,642 | 14.5% |
| Definitive Healthcare Corp.(DH) | Class A Com | 24477E103 | $3.9M | 351,836 | 6.9% |
| Gitlab Inc.(GTLB) | Class Com A | 37637K108 | $3.3M | 65,529 | 6.0% |
| Robinhood Markets, Inc.(HOOD) | COM CL A | 770700102 | $2.0M | 196,535 | 3.5% |
| NerdWallet, Inc.(NRDS) | COM CL A | 64082B102 | $1.0M | 109,043 | 1.8% |
| Amplitude, Inc.(AMPL) | COM CL A | 03213A104 | $693.6K | 63,051 | 1.2% |
| Mirum Pharmaceuticals, Inc(MIRM) | COM | 604749101 | $641.2K | 24,784 | 1.1% |