Q4 2022 Holdings
Filed 2023-02-14 | 9 holdings | $589.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $287.1M | 8,817,518 | 48.7% |
| Bill.com Hldgs Inc(BILL) | COM | 090043100 | $140.3M | 1,287,480 | 23.8% |
| Cricut Inc(CRCT) | COM CL A | 22658D100 | $138.0M | 14,886,303 | 23.4% |
| Affirm Holdings Inc(AFRM) | COM CL A | 00827B106 | $22.8M | 2,362,132 | 3.9% |
| Hubspot Inc(HUBS) | COM | 443573100 | $335.6K | 1,160,876 | 0.1% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $314.7K | 15,246,199 | 0.1% |
| Shopify Inc(SHOP) | CLA | 82509L107 | $164.0K | 4,723,788 | 0.0% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $163.4K | 2,346,983 | 0.0% |
| Samsara Inc(IOT) | COM CL A | 79589L106 | $41.7K | 3,354,802 | 0.0% |