Q4 2019 Holdings
Filed 2020-02-14 | 9 holdings | $426.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $283.7M | 7,425,054 | 66.5% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $136.3M | 1,860,426 | 31.9% |
| Bill.com Holdings Inc(BILL) | COM | 090043100 | $5.7M | 150,000 | 1.3% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $375.9K | 945,551 | 0.1% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $356.7K | 3,564,014 | 0.1% |
| Mimecast LTD | ORD SHS | G14838109 | $159.8K | 3,684,513 | 0.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $129.8K | 2,890,557 | 0.0% |
| Fastly Inc(FSLY) | CL A | 31188V100 | $79.0K | 3,935,982 | 0.0% |
| Zoom Video Communications Inc(ZM) | CL A | 98980L101 | $72.8K | 1,070,137 | 0.0% |