Q2 2021 Holdings
Filed 2021-07-16 | 6 holdings | $69.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $50.3M | 474,797 | 72.8% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $18.7M | 132,540 | 27.1% |
| RH(RH) | COM | 74967X103 | $21.4K | 31,465 | 0.0% |
| Fastly Inc(FSLY) | CL A | 31188V100 | $19.4K | 326,015 | 0.0% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $19.1K | 154,307 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $16.6K | 68,250 | 0.0% |