Q2 2022 Holdings
Filed 2022-08-15 | 10 holdings | $801.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WIX COM LTD(WIX) | SHS | M98068105 | $123.1K | 1,878,181 | 15.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $122.0K | 756,594 | 15.2% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $116.8K | 1,421,597 | 14.6% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $108.1K | 3,438,052 | 13.5% |
| Disney Walt Co(DIS) | COM | 254687106 | $69.9K | 740,164 | 8.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $61.9K | 28,317 | 7.7% |
| Upwork Inc(UPWK) | COM | 91688F104 | $55.2K | 2,667,136 | 6.9% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $51.7K | 739,616 | 6.4% |
| Poshmark Inc(POSHEUR) | COM CL A | 73739W104 | $47.9K | 4,740,775 | 6.0% |
| Semrush Hldgs Inc(SEMR) | CL A COM | 81686C104 | $44.6K | 3,448,221 | 5.6% |