Q3 2021 Holdings
Filed 2021-10-26 | 5 holdings | $84.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $52.6M | 466,797 | 62.5% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $31.5M | 261,527 | 37.4% |
| RH(RH) | COM | 74967X103 | $21.0K | 31,465 | 0.0% |
| Fastly Inc(FSLY) | CL A | 31188V100 | $17.4K | 429,199 | 0.0% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $9.8K | 112,879 | 0.0% |