Q1 2023 Holdings
Filed 2023-05-11 | 9 holdings | $100.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Snowflake Inc(SNOW) | CL A | 833445109 | $19.6M | 127,000 | 19.6% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $16.4M | 682,000 | 16.4% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $15.9M | 68,000 | 15.8% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $14.1M | 194,000 | 14.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $10.4M | 50,000 | 10.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $9.7M | 95,000 | 9.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $8.3M | 110,000 | 8.3% |
| Amplitude Inc(AMPL) | COM CL A | 03213A104 | $5.6M | 450,000 | 5.6% |
| Servicenow Inc(NOW) | COM | 81762P102 | $232.4K | 500 | 0.2% |