Q4 2020 Holdings
Filed 2021-02-16 | 9 holdings | $764.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $166.9K | 611,130 | 21.8% |
| WIX COM LTD(WIX) | SHS | M98068105 | $125.1K | 500,446 | 16.4% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $89.2K | 1,287,190 | 11.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $82.9K | 47,293 | 10.8% |
| Ebay Inc.(EBAY) | COM | 278642103 | $78.0K | 1,551,307 | 10.2% |
| Upwork Inc(UPWK) | COM | 91688F104 | $65.1K | 1,886,146 | 8.5% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $60.0K | 256,241 | 7.9% |
| Despegar COM Corp | ORD SHS | G27358103 | $54.5K | 4,255,213 | 7.1% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $42.7K | 128,601 | 5.6% |