Q1 2023 Holdings
Filed 2023-05-15 | 8 holdings | $112.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $30.8M | 499,000 | 27.5% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $19.5M | 156,500 | 17.4% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $17.7M | 124,000 | 15.8% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $14.7M | 235,000 | 13.1% |
| Block Inc(XYZ) | CL A | 852234103 | $12.5M | 181,500 | 11.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.6M | 29,750 | 7.7% |
| RH(RH) | COM | 74967X103 | $5.6M | 23,000 | 5.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $2.8M | 18,000 | 2.5% |