Q1 2020 Holdings
Filed 2020-05-15 | 13 holdings | $566.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $305.3M | 7,589,473 | 53.9% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $172.3M | 2,434,920 | 30.4% |
| Bill.com Holdings Inc(BILL) | COM | 090043100 | $87.1M | 2,545,500 | 15.4% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $351.0K | 3,688,023 | 0.1% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $255.1K | 611,934 | 0.0% |
| Fastly Inc(FSLY) | CL A | 31188V100 | $169.0K | 8,901,679 | 0.0% |
| Slack Technologies Inc(WORK) | COM CL A | 83088V102 | $162.3K | 6,046,717 | 0.0% |
| Zoom Video Communications Inc(ZM) | CL A | 98980L101 | $156.1K | 1,068,469 | 0.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $126.8K | 3,053,818 | 0.0% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $117.0K | 3,646,982 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $95.6K | 1,734,615 | 0.0% |
| Mimecast LTD | ORD SHS | G14838109 | $83.5K | 2,364,273 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $57.9K | 646,583 | 0.0% |