Q4 2022 Holdings
Filed 2023-02-14 | 9 holdings | $289.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Yext Inc(YEXT) | COM | 98585N106 | $74.9M | 11,474,281 | 25.9% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $60.5M | 1,175,466 | 20.9% |
| Instructure Hldgs Inc | COM | 457790103 | $51.3M | 2,186,909 | 17.7% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $33.8M | 3,578,754 | 11.7% |
| NCR Corp New(VYX) | COM | 62886E108 | $26.3M | 1,121,322 | 9.1% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $17.7M | 282,761 | 6.1% |
| Weave Communications Inc(WEAV) | COM | 94724R108 | $14.4M | 3,500,634 | 5.0% |
| Bigcommerce Hldgs Inc(CMRC) | COM SER 1 | 08975P108 | $10.2M | 1,165,000 | 3.5% |
| Bird Global Inc | COM CL A | 09077J107 | $120.0K | 833,500 | 0.0% |