Q2 2023 Holdings
Filed 2023-07-20 | 8 holdings | $135.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Block Inc(XYZ) | CL A | 852234103 | $22.0M | 330,000 | 16.2% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $20.6M | 315,000 | 15.2% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $19.2M | 295,000 | 14.2% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $18.8M | 109,500 | 13.9% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $16.1M | 155,000 | 11.9% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $14.4M | 100,500 | 10.6% |
| RH(RH) | COM | 74967X103 | $13.5M | 41,000 | 10.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $10.6M | 31,250 | 7.9% |