Q1 2022 Holdings
Filed 2022-05-11 | 5 holdings | $73.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $39.0M | 344,926 | 52.9% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $34.7M | 290,000 | 47.0% |
| RH(RH) | COM | 74967X103 | $21.7K | 66,740 | 0.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $19.5K | 85,000 | 0.0% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $12.5K | 215,000 | 0.0% |