Q2 2021 Holdings
Filed 2021-08-16 | 19 holdings | $605.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nutanix Inc(NTNX) | CL A | 67059N108 | $81.5K | 2,132,048 | 13.5% |
| Mercadolibre Inc(MELI) | COMMON STOCKS | 58733R102 | $68.7K | 44,090 | 11.4% |
| Palo Alto Networks Inc(PANW) | COMMON STOCKS | 697435105 | $61.9K | 166,927 | 10.2% |
| LAM Research Corp(LRCXEUR) | COMMON STOCKS | 512807108 | $50.4K | 77,424 | 8.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $47.6K | 157,714 | 7.9% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $47.1K | 379,801 | 7.8% |
| Micron Technology Inc(MU) | COMMON STOCKS | 595112103 | $45.3K | 533,048 | 7.5% |
| Salesforce.com Inc(CRM) | COMMON STOCKS | 79466L302 | $38.9K | 159,436 | 6.4% |
| Crowdstrike Holdings Inc(CRWD) | CL A | 22788C105 | $30.9K | 122,767 | 5.1% |
| Smart Global Holdings Inc(PENG) | SHS | G8232Y101 | $30.5K | 640,172 | 5.0% |
| Euronet Worldwide Inc(EEFT) | COMMON STOCKS | 298736109 | $29.2K | 215,826 | 4.8% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $26.2K | 449,846 | 4.3% |
| Zendesk Inc | COMMON STOCKS | 98936J101 | $18.9K | 131,191 | 3.1% |
| I3 Verticals Inc(IIIV) | COMMON CL A | 46571Y107 | $10.6K | 352,002 | 1.8% |
| Coupa Software Inc(COUPEUR) | COMMON STOCKS | 22266L106 | $7.8K | 29,651 | 1.3% |
| Eargo | COMMON STOCKS | 270087109 | $3.1K | 76,481 | 0.5% |
| Fireeye Inc(FEYECHF) | COMMON STOCKS | 31816Q101 | $2.9K | 142,035 | 0.5% |
| Casper Sleep Inc | COMMON STOCKS | 147626105 | $1.8K | 215,500 | 0.3% |
| Uber | COMMON STOCKS | 90353T900 | $1.7K | 33,750 | 0.3% |