Q1 2022 Holdings
Filed 2022-05-16 | 60 holdings | $44.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Twilio Inc(TWLO) | CL A | 90138F102 | $117.8K | 715,000 | 0.3% |
| Alkami Technology Inc(ALKT) | COM | 01644J108 | $143.0K | 10,000 | 0.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $144.7K | 1,388,000 | 0.3% |
| Blend Labs Inc(BLND) | CL A | 09352U108 | $342.0K | 60,000 | 0.8% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $551.0K | 10,000 | 1.2% |
| Agora Inc(API) | ADS | 00851L103 | $1.2M | 121,234 | 2.7% |
| Amplitude Inc(AMPL) | COM CL A | 03213A104 | $2.5M | 135,100 | 5.6% |
| Braze Inc(BRZE) | COM CL A | 10576N102 | $3.5M | 84,198 | 7.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $6.5M | 60,000 | 14.8% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $28.3M | 236,645 | 64.1% |