Q3 2022 Holdings
Filed 2022-11-14 | 9 holdings | $784.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $340.0M | 8,328,118 | 43.4% |
| Bill.com Hldgs Inc(BILL) | COM | 090043100 | $267.5M | 2,020,962 | 34.1% |
| Cricut Inc(CRCT) | COM CL A | 22658D100 | $134.7M | 14,548,434 | 17.2% |
| Affirm Holdings Inc(AFRM) | COM CL A | 00827B106 | $40.7M | 2,169,032 | 5.2% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $404.6K | 15,119,399 | 0.1% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $232.1K | 3,302,804 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $220.0K | 814,604 | 0.0% |
| Shopify Inc(SHOP) | CLA | 82509L107 | $142.8K | 5,302,212 | 0.0% |
| Samsara Inc(IOT) | COM CL A | 79589L106 | $40.2K | 3,326,902 | 0.0% |