Q4 2022 Holdings
Filed 2023-01-23 | 7 holdings | $92.8M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2023-02-13) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET)A | CL A COM | 18915M107 | $24.0M | 530,000 | 25.8% |
| Appfolio Inc(APPF)A | COM CL A | 03783C100 | $20.2M | 192,000 | 21.8% |
| Snowflake Inc(SNOW)A | CL A | 833445109 | $10.8M | 75,000 | 11.6% |
| Datadog Inc(DDOG)A | CL A COM | 23804L103 | $9.7M | 131,500 | 10.4% |
| Block Inc(XYZ)A | CL A | 852234103 | $9.6M | 153,500 | 10.4% |
| Procore Technologies Inc(PCOR)A | COM | 74275K108 | $9.3M | 197,500 | 10.0% |
| Duolingo Inc(DUOL)A | CL A COM | 26603R106 | $9.2M | 129,500 | 9.9% |