Q2 2023 Holdings
Filed 2023-08-09 | 10 holdings | $133.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mongodb Inc(MDB) | CL A | 60937P106 | $25.9M | 63,000 | 19.5% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $24.7M | 700,000 | 18.6% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $21.1M | 120,000 | 15.9% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $17.9M | 182,000 | 13.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $12.0M | 46,000 | 9.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $8.4M | 15,000 | 6.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $7.9M | 95,000 | 5.9% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $7.3M | 105,000 | 5.5% |
| Amplitude Inc(AMPL) | COM CL A | 03213A104 | $6.6M | 597,000 | 4.9% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $1.3M | 130,400 | 0.9% |