Q4 2022 Holdings
Filed 2023-02-03 | 8 holdings | $83.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Snowflake Inc(SNOW) | CL A | 833445109 | $18.7M | 130,000 | 22.3% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $13.5M | 165,000 | 16.1% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $12.9M | 175,000 | 15.3% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $12.8M | 65,000 | 15.3% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $12.2M | 550,000 | 14.6% |
| Xpeng Inc(XPEV) | ADS | 98422D105 | $7.6M | 765,000 | 9.1% |
| Amplitude Inc(AMPL) | COM CL A | 03213A104 | $5.7M | 470,000 | 6.8% |
| Servicenow Inc(NOW) | COM | 81762P102 | $543.6K | 1,400 | 0.6% |