Q3 2023 Holdings
Filed 2023-11-13 | 9 holdings | $64.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $13.3M | 450,000 | 20.8% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $13.1M | 38,000 | 20.5% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $10.0M | 110,000 | 15.7% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $7.3M | 48,000 | 11.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $4.8M | 19,000 | 7.4% |
| Amplitude Inc(AMPL) | COM CL A | 03213A104 | $4.6M | 400,000 | 7.2% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $4.1M | 42,000 | 6.4% |
| Servicenow Inc(NOW) | COM | 81762P102 | $3.4M | 6,000 | 5.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.3M | 38,000 | 5.2% |