Q2 2024 Holdings
Filed 2024-08-13 | 9 holdings | $211.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Reddit Inc(RDDT) | CL A | 75734B100 | $35.6M | 557,500 | 16.8% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $30.9M | 373,500 | 14.6% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $29.6M | 447,500 | 14.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $26.7M | 85,000 | 12.6% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $25.4M | 382,500 | 12.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $24.6M | 345,000 | 11.6% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $21.9M | 89,500 | 10.3% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $9.2M | 92,500 | 4.3% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $7.9M | 38,000 | 3.7% |