Q1 2022 Holdings
Filed 2022-05-16 | 7 holdings | $796.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $362.0M | 5,952,534 | 45.5% |
| Cricut Inc(CRCT) | COM CL A | 22658D100 | $180.3M | 13,772,021 | 22.6% |
| Bill.com Hldgs Inc(BILL) | COM | 090043100 | $174.8M | 770,668 | 22.0% |
| Affirm Holdings Inc(AFRM) | COM CL A | 00827B106 | $78.1M | 1,687,657 | 9.8% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $347.0K | 4,283,770 | 0.0% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $337.8K | 10,000,662 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $144.1K | 213,222 | 0.0% |