Q2 2022 Holdings
Filed 2022-08-10 | 13 holdings | $398.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $79.7K | 6,063,870 | 20.0% |
| Datadog(DDOG) | CL A COM | 23804L103 | $42.7K | 447,832 | 10.7% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $40.7K | 608,445 | 10.2% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $38.8K | 1,242,200 | 9.7% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $37.5K | 269,821 | 9.4% |
| Block Inc(XYZ) | CL A | 852234103 | $36.2K | 589,353 | 9.1% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $32.5K | 387,907 | 8.2% |
| TIO Tech A | UNIT 04/12/2028 | G8T10C122 | $19.5K | 2,000,000 | 4.9% |
| Crowdstrike(CRWD) | CL A | 22788C105 | $18.8K | 111,500 | 4.7% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $17.3K | 92,336 | 4.3% |
| Wayfair Inc(W) | CL A | 94419L101 | $15.8K | 363,120 | 4.0% |
| Doordash(DASH) | CL A | 25809K105 | $11.6K | 181,250 | 2.9% |
| Carvana Co(CVNA) | CL A | 146869102 | $7.6K | 334,355 | 1.9% |