Q1 2022 Holdings
Filed 2022-05-16 | 9 holdings | $456.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Toast Inc(TOST) | CL A | 888787108 | $168.6K | 7,759,021 | 36.9% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $54.8K | 1,254,700 | 12.0% |
| Yext Inc(YEXT) | COM | 98585N106 | $48.1K | 6,974,000 | 10.5% |
| Instructure Hldgs Inc | COM | 457790103 | $46.5K | 2,316,754 | 10.2% |
| NCR Corp New(VYX) | COM | 62886E108 | $45.1K | 1,121,322 | 9.9% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $36.8K | 3,149,481 | 8.1% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $36.1K | 405,840 | 7.9% |
| Weave Communications Inc(WEAV) | COM | 94724R108 | $18.9K | 3,500,634 | 4.1% |
| Bird Global Inc | COM CL A | 09077J107 | $2.0K | 833,500 | 0.4% |