Q1 2024 Holdings
Filed 2024-05-09 | 10 holdings | $200.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $35.3M | 143,000 | 17.6% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $32.0M | 415,000 | 16.0% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $21.0M | 256,000 | 10.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $20.9M | 390,000 | 10.4% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $19.9M | 153,500 | 9.9% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $19.9M | 205,000 | 9.9% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $19.4M | 73,500 | 9.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $12.6M | 30,000 | 6.3% |
| RH(RH) | COM | 74967X103 | $9.9M | 28,500 | 5.0% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $9.5M | 43,000 | 4.7% |