Q2 2022 Holdings
Filed 2022-08-10 | 9 holdings | $99.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mongodb Inc(MDB) | CL A | 60937P106 | $24.4K | 94,000 | 24.5% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $21.6K | 155,000 | 21.6% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $18.1K | 190,000 | 18.2% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $17.7K | 760,000 | 17.7% |
| Tesla Inc(TSLA) | COM | 88160R101 | $15.5K | 23,000 | 15.5% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $1.4K | 62,720 | 1.4% |
| Okta Inc(OKTA) | CL A | 679295105 | $452 | 5,000 | 0.5% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $396 | 2,000 | 0.4% |
| Servicenow Inc(NOW) | COM | 81762P102 | $238 | 500 | 0.2% |