Q3 2021 Holdings
Filed 2021-10-29 | 10 holdings | $908.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Snowflake Inc(SNOW) | CL A | 833445109 | $154.2K | 510,000 | 17.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $131.8K | 170,000 | 14.5% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $106.6K | 370,000 | 11.7% |
| Servicenow Inc(NOW) | COM | 81762P102 | $100.2K | 161,000 | 11.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $93.7K | 375,000 | 10.3% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $86.8K | 184,000 | 9.5% |
| Okta Inc(OKTA) | CL A | 679295105 | $84.7K | 357,000 | 9.3% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $83.7K | 2,350,000 | 9.2% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $43.1K | 475,000 | 4.7% |
| Ehang Hldgs LTD(EH) | ADS | 26853E102 | $23.9K | 1,000,000 | 2.6% |