Q1 2025 Holdings
Filed 2025-05-15 | 7 holdings | $687.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Servicetitan Inc(TTAN) | SHS CL A | 81764X103 | $459.1M | 4,827,441 | 66.8% |
| Sprinklr Inc(CXM) | CL A | 85208T107 | $97.9M | 11,722,353 | 14.2% |
| Braze Inc(BRZE) | COM CL A | 10576N102 | $51.4M | 1,425,000 | 7.5% |
| Amplitude Inc(AMPL) | COM CL A | 03213A104 | $45.4M | 4,451,304 | 6.6% |
| Champions Oncology Inc(CSBR) | COM NEW | 15870P307 | $21.0M | 2,421,673 | 3.1% |
| Zeta Global Holdings Corp(ZETA) | CL A | 98956A105 | $12.0M | 886,842 | 1.7% |
| WAG Group Co(PETXQ) | COMMON STOCK | 93042P109 | $590.0K | 3,853,840 | 0.1% |