Q2 2020 Holdings
Filed 2020-08-14 | 12 holdings | $889.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $413.0M | 8,059,473 | 46.4% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $260.0M | 2,881,619 | 29.2% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $214.4M | 2,184,920 | 24.1% |
| Fastly Inc(FSLY) | CL A | 31188V100 | $808.9K | 9,501,679 | 0.1% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $392.9K | 2,391,776 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $362.5K | 381,934 | 0.0% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $287.3K | 4,984,222 | 0.0% |
| Zoom Video Communications Inc(ZM) | CL A | 98980L101 | $270.9K | 1,068,469 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $208.5K | 1,734,615 | 0.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $155.5K | 3,053,818 | 0.0% |
| Slack Technologies Inc(WORK) | COM CL A | 83088V102 | $6.1K | 197,610 | 0.0% |
| Zoominfo Technologies Inc(GTM) | COM CL A | 98980F104 | $5.1K | 100,000 | 0.0% |