Q4 2021 Holdings
Filed 2022-02-14 | 10 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WIX COM LTD(WIX) | SHS | M98068105 | $234.3K | 1,485,198 | 20.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $217.3K | 2,805,457 | 18.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $194.4K | 577,985 | 16.6% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $107.7K | 571,209 | 9.2% |
| Disney Walt Co(DIS) | COM | 254687106 | $106.1K | 685,261 | 9.1% |
| Ebay Inc.(EBAY) | COM | 278642103 | $79.6K | 1,197,424 | 6.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $72.4K | 25,018 | 6.2% |
| Poshmark Inc(POSHEUR) | COM CL A | 73739W104 | $56.3K | 3,306,561 | 4.8% |
| Semrush Hldgs Inc(SEMR) | CL A COM | 81686C104 | $54.6K | 2,616,838 | 4.7% |
| Upwork Inc(UPWK) | COM | 91688F104 | $49.3K | 1,443,618 | 4.2% |