Q4 2019 Holdings
Filed 2020-02-13 | 10 holdings | $344.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cargurus Inc(CARG) | COM CL A | 141788109 | $187.0M | 5,315,000 | 54.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $156.9M | 855,471 | 45.5% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $211.9K | 1,302,744 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $196.7K | 147,095 | 0.1% |
| Blackstone Group Inc(BX) | COM CL A | 09260D107 | $122.8K | 2,194,996 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $110.5K | 370,000 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $85.6K | 1,367,782 | 0.0% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $85.4K | 1,300,000 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $49.0K | 935,000 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $48.1K | 170,402 | 0.0% |