Q1 2021 Holdings
Filed 2021-05-17 | 10 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $702.1M | 5,281,078 | 64.3% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $293.2M | 2,015,131 | 26.9% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $94.1M | 660,430 | 8.6% |
| Fastly Inc(FSLY) | CL A | 31188V100 | $763.6K | 11,349,869 | 0.1% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $475.9K | 4,984,222 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $257.2K | 232,464 | 0.0% |
| Zoom Video Communications Inc(ZM) | CL A | 98980L101 | $220.0K | 684,614 | 0.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $195.4K | 3,056,273 | 0.0% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $105.2K | 1,268,175 | 0.0% |
| Zoominfo Technologies Inc(GTM) | COM CL A | 98980F104 | $4.9K | 100,000 | 0.0% |