Q4 2020 Holdings
Filed 2021-02-03 | 12 holdings | $728.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Twilio Inc(TWLO) | CL A | 90138F102 | $106.8K | 315,456 | 14.7% |
| Square Inc(XYZ) | CL A | 852234103 | $99.9K | 459,055 | 13.7% |
| Peloton Interactive Inc(PTON) | CL A | 70614W100 | $96.5K | 635,938 | 13.2% |
| Zoom Video Communications(ZM) | CL A | 98980L101 | $76.0K | 225,388 | 10.4% |
| Servicenow(NOW) | COM | 81762P102 | $74.6K | 135,448 | 10.2% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $69.5K | 61,413 | 9.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $55.6K | 279,238 | 7.6% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $54.0K | 159,340 | 7.4% |
| Carvana Co(CVNA) | CL A | 146869102 | $36.7K | 153,369 | 5.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $32.0K | 136,658 | 4.4% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $16.2K | 57,429 | 2.2% |
| Doordash Inc(DASH) | CL A | 25809K105 | $10.8K | 75,500 | 1.5% |