Q4 2021 Holdings
Filed 2022-01-28 | 4 holdings | $81.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $43.4M | 358,737 | 53.5% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $37.6M | 286,000 | 46.4% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $37.6K | 111,000 | 0.0% |
| RH(RH) | COM | 74967X103 | $27.9K | 51,965 | 0.0% |