Q1 2022 Holdings
Filed 2022-05-13 | 11 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $168.1K | 755,957 | 16.2% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $164.8K | 3,009,153 | 15.9% |
| WIX COM LTD(WIX) | SHS | M98068105 | $163.6K | 1,566,047 | 15.8% |
| Disney Walt Co(DIS) | COM | 254687106 | $101.4K | 739,610 | 9.8% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $85.5K | 738,996 | 8.2% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $84.8K | 677,215 | 8.2% |
| Ebay Inc.(EBAY) | COM | 278642103 | $74.0K | 1,292,392 | 7.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $65.9K | 23,582 | 6.3% |
| Poshmark Inc(POSHEUR) | COM CL A | 73739W104 | $53.1K | 4,193,327 | 5.1% |
| Semrush Hldgs Inc(SEMR) | CL A COM | 81686C104 | $41.1K | 3,445,361 | 4.0% |
| Upwork Inc(UPWK) | COM | 91688F104 | $36.2K | 1,558,109 | 3.5% |