Q4 2024 Holdings
Filed 2025-02-14 | 9 holdings | $295.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Yext Inc(YEXT) | COM | 98585N106 | $81.4M | 12,792,078 | 27.5% |
| Appian Corp(APPN) | CL A | 03782L101 | $50.4M | 1,528,085 | 17.0% |
| Remitly Global Inc(RELY) | COM | 75960P104 | $40.5M | 1,794,100 | 13.7% |
| Toast Inc(TOST) | CL A | 888787108 | $37.9M | 1,038,900 | 12.8% |
| Ncino Inc(NCNO) | COM | 63947X101 | $27.9M | 831,672 | 9.4% |
| Enfusion Inc | CL A | 292812104 | $24.8M | 2,409,967 | 8.4% |
| NCR Atleos Corporation(NATL) | COM SHS | 63001N106 | $17.7M | 521,681 | 6.0% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $14.7M | 1,846,391 | 5.0% |
| Life360 Inc(LIF) | COM | 532206109 | $364.6K | 8,834 | 0.1% |