Q1 2023 Holdings
Filed 2023-05-12 | 4 holdings | $112.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Upwork Inc(UPWK) | COM | 91688F104 | $34.3M | 3,033,616 | 30.5% |
| Micron Technology Inc(MU) | COM | 595112103 | $32.2M | 533,600 | 28.6% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $28.0M | 883,378 | 24.9% |
| Servicenow Inc(NOW) | COM | 81762P102 | $17.9M | 38,500 | 15.9% |