Q3 2021 Holdings
Filed 2021-11-15 | 9 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $195.3K | 575,491 | 17.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $190.9K | 2,773,894 | 16.7% |
| WIX COM LTD(WIX) | SHS | M98068105 | $166.2K | 847,847 | 14.5% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $148.0K | 568,745 | 12.9% |
| Disney Walt Co(DIS) | COM | 254687106 | $131.6K | 777,753 | 11.5% |
| Ebay Inc.(EBAY) | COM | 278642103 | $115.5K | 1,658,432 | 10.1% |
| Upwork Inc(UPWK) | COM | 91688F104 | $72.9K | 1,619,966 | 6.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $66.4K | 24,909 | 5.8% |
| Semrush Hldgs Inc(SEMR) | CL A COM | 81686C104 | $58.8K | 2,550,725 | 5.1% |