Q2 2022 Holdings
Filed 2022-08-15 | 8 holdings | $741.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $394.4M | 8,328,118 | 53.2% |
| Bill.com Hldgs Inc(BILL) | COM | 090043100 | $218.6M | 1,988,067 | 29.5% |
| Cricut Inc(CRCT) | COM CL A | 22658D100 | $89.3M | 14,548,434 | 12.0% |
| Affirm Holdings Inc(AFRM) | COM CL A | 00827B106 | $38.5M | 2,133,792 | 5.2% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $298.9K | 14,816,911 | 0.0% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $273.8K | 4,348,584 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $134.2K | 4,295,360 | 0.0% |
| Samsara Inc(IOT) | COM CL A | 79589L106 | $36.6K | 3,272,751 | 0.0% |