Q3 2022 Holdings
Filed 2022-11-09 | 9 holdings | $135.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $28.0K | 1,180,000 | 20.7% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $26.6K | 300,000 | 19.6% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $24.0K | 141,000 | 17.7% |
| Tesla Inc(TSLA) | COM | 88160R101 | $16.5K | 62,100 | 12.1% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $15.9K | 80,000 | 11.7% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $10.0K | 160,000 | 7.4% |
| Servicenow Inc(NOW) | COM | 81762P102 | $7.6K | 20,000 | 5.6% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $6.8K | 430,000 | 5.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $412 | 2,500 | 0.3% |