Q3 2019 Holdings
Filed 2019-11-14 | 10 holdings | $467.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $352.7M | 7,425,054 | 75.5% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $105.6M | 1,860,426 | 22.6% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $7.7M | 250,000 | 1.7% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $431.2K | 4,014,014 | 0.1% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $362.5K | 1,163,144 | 0.1% |
| Mimecast LTD | ORD SHS | G14838109 | $131.4K | 3,684,513 | 0.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $103.1K | 2,861,580 | 0.0% |
| Fastly Inc(FSLY) | CL A | 31188V100 | $93.5K | 3,895,982 | 0.0% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $20.5K | 1,359,600 | 0.0% |
| Zoom Video Communications Inc(ZM) | CL A | 98980L101 | $20.1K | 263,240 | 0.0% |