Q3 2023 Holdings
Filed 2023-11-13 | 9 holdings | $135.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $19.5M | 117,500 | 14.4% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $17.6M | 269,000 | 13.0% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $16.5M | 182,500 | 12.2% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $16.2M | 256,500 | 12.0% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $16.1M | 80,000 | 11.9% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $15.7M | 287,500 | 11.6% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $13.7M | 75,000 | 10.1% |
| Block Inc(XYZ) | CL A | 852234103 | $10.2M | 230,000 | 7.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.9M | 31,250 | 7.3% |