Q4 2021 Holdings
Filed 2022-01-19 | 12 holdings | $270.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Flywire Corp(FLYW) | COM VTG | 302492103 | $56.0K | 1,470,156 | 20.7% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $50.4K | 15,121 | 18.6% |
| GoDaddy Inc(GDDY) | CL A | 380237107 | $38.6K | 454,564 | 14.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $29.2K | 86,945 | 10.8% |
| Crowdstrike Holdings Inc(CRWD) | CL A | 22788C105 | $27.4K | 133,634 | 10.1% |
| Legalzoom.com Inc(LZ) | COM | 52466B103 | $19.8K | 1,235,039 | 7.3% |
| Rocket Cos Inc(RKT) | COM CL A | 77311W101 | $17.6K | 1,259,179 | 6.5% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $17.1K | 477,405 | 6.3% |
| Select Energy Services Inc(WTTR) | CL A COM | 81617J301 | $7.7K | 1,237,864 | 2.8% |
| Talkspace Inc(TALK) | COM | 87427V103 | $3.4K | 1,738,215 | 1.3% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $2.5K | 7,500 | 0.9% |
| Nautilus Biotechnology Inc(NAUT) | COM | 63909J108 | $1.0K | 200,000 | 0.4% |