Q2 2022 Holdings
Filed 2022-08-02 | 6 holdings | $55.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $33.3M | 367,576 | 60.4% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $21.8M | 497,500 | 39.5% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $23.0K | 165,250 | 0.0% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $14.3K | 315,500 | 0.0% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $6.7K | 76,000 | 0.0% |
| RH(RH) | COM | 74967X103 | $4.7K | 22,000 | 0.0% |