Q4 2021 Holdings
Filed 2022-02-04 | 9 holdings | $953.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tesla Inc(TSLA) | COM | 88160R101 | $177.0K | 167,500 | 18.6% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $174.5K | 515,000 | 18.3% |
| Servicenow Inc(NOW) | COM | 81762P102 | $110.3K | 170,000 | 11.6% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $108.5K | 205,000 | 11.4% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $97.3K | 381,000 | 10.2% |
| Workday Inc(WDAY) | CL A | 98138H101 | $96.7K | 354,000 | 10.1% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $91.9K | 2,900,000 | 9.6% |
| Okta Inc(OKTA) | CL A | 679295105 | $90.8K | 405,000 | 9.5% |
| Ehang Hldgs LTD(EH) | ADS | 26853E102 | $6.7K | 450,000 | 0.7% |