Q1 2022 Holdings
Filed 2022-05-16 | 60 holdings | $50.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Match Group Inc New(MTCH) | COM | 57667L107 | $91.0K | 836,900 | 0.2% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $114.3K | 48,687 | 0.2% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $122.7K | 1,921,347 | 0.2% |
| Zendesk Inc | COM | 98936J101 | $125.2K | 1,040,500 | 0.2% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $202.5K | 5,675,631 | 0.4% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $266.7K | 4,100,000 | 0.5% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $343.4K | 551,653 | 0.7% |
| Amplitude Inc(AMPL) | COM CL A | 03213A104 | $3.3M | 180,000 | 6.6% |
| Altc Acquisition Corp(OKLO) | COM CL A | 02156V109 | $9.8M | 1,000,000 | 19.5% |
| Braze Inc(BRZE) | COM CL A | 10576N102 | $35.1M | 847,000 | 70.0% |