Q1 2021 Holdings
Filed 2021-05-10 | 14 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Shopify Inc(SHOP) | CL A | 82509L107 | $108.2K | 97,803 | 10.7% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $107.7K | 316,196 | 10.7% |
| Wayfair Inc(W) | CL A | 94419L101 | $105.9K | 336,462 | 10.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $105.2K | 471,083 | 10.4% |
| Square Inc(XYZ) | CL A | 852234103 | $104.5K | 460,355 | 10.4% |
| Microstrategy Inc(MSTR) | CL A NEW | 594972408 | $90.5K | 133,382 | 9.0% |
| Peloton Interactive Inc(PTON) | Cl A COM | 70614W100 | $73.2K | 651,178 | 7.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $70.3K | 267,749 | 7.0% |
| Zoom Video Communications(ZM) | CL A | 98980L101 | $69.2K | 215,368 | 6.9% |
| Servicenow Inc(NOW) | COM | 81762P102 | $67.9K | 135,818 | 6.7% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $40.6K | 159,660 | 4.0% |
| Silvergate Cap Corp(SICPQ) | CL A | 82837P408 | $29.1K | 204,548 | 2.9% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $28.9K | 137,233 | 2.9% |
| Ribbit Leap LTD | SHS CL A | G7552B105 | $5.7K | 518,345 | 0.6% |