Q2 2022 Holdings
Filed 2022-08-15 | 9 holdings | $360.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Toast Inc(TOST) | CL A | 888787108 | $100.4K | 7,759,021 | 27.9% |
| Instructure Hldgs Inc | COM | 457790103 | $55.1K | 2,426,909 | 15.3% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $53.8K | 794,411 | 14.9% |
| Yext Inc(YEXT) | COM | 98585N106 | $42.7K | 8,926,281 | 11.8% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $35.0K | 1,254,700 | 9.7% |
| NCR Corp New(VYX) | COM | 62886E108 | $34.9K | 1,121,322 | 9.7% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $27.6K | 3,578,754 | 7.6% |
| Weave Communications Inc(WEAV) | COM | 94724R108 | $10.6K | 3,500,634 | 3.0% |
| Bird Global Inc | COM CL A | 09077J107 | $363 | 833,500 | 0.1% |