Q4 2022 Holdings
Filed 2023-02-14 | 9 holdings | $687.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $151.4M | 3,846,551 | 22.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $123.2M | 1,603,578 | 17.9% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $119.4M | 992,042 | 17.4% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $68.3M | 1,677,711 | 9.9% |
| Disney Walt Co(DIS) | COM | 254687106 | $64.9M | 746,469 | 9.4% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $53.1M | 745,950 | 7.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $50.7M | 570,922 | 7.4% |
| Semrush Hldgs Inc(SEMR) | CL A COM | 81686C104 | $28.9M | 3,548,943 | 4.2% |
| Upwork Inc(UPWK) | COM | 91688F104 | $28.1M | 2,688,611 | 4.1% |