Q1 2022 Holdings
Filed 2022-05-11 | 10 holdings | $393.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tesla Inc(TSLA) | COM | 88160R101 | $83.0K | 77,000 | 21.1% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $66.4K | 290,000 | 16.9% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $58.2K | 1,420,000 | 14.8% |
| Servicenow Inc(NOW) | COM | 81762P102 | $56.8K | 102,000 | 14.4% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $52.8K | 119,000 | 13.4% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $35.8K | 1,700,000 | 9.1% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $19.1K | 90,000 | 4.9% |
| Okta Inc(OKTA) | CL A | 679295105 | $12.8K | 85,000 | 3.3% |
| Ehang Hldgs LTD(EH) | ADS | 26853E102 | $4.8K | 400,000 | 1.2% |
| Workday Inc(WDAY) | CL A | 98138H101 | $3.6K | 15,000 | 0.9% |