Q3 2022 Holdings
Filed 2022-11-09 | 7 holdings | $64.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $37.3M | 674,000 | 58.2% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $26.8M | 256,000 | 41.8% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $11.1K | 65,250 | 0.0% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $10.7K | 220,000 | 0.0% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $8.7K | 91,250 | 0.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $4.7K | 53,500 | 0.0% |
| Block Inc(XYZ) | CL A | 852234103 | $4.7K | 85,500 | 0.0% |