Q2 2022 Holdings
Filed 2022-08-10 | 16 holdings | $149.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agora Inc(API) | ADS | 00851L103 | $98.0K | 14,875 | 65.7% |
| Blend Labs Inc(BLND) | CL A | 09352U108 | $34.0K | 14,521 | 22.8% |
| Servicenow Inc(NOW) | COM | 81762P102 | $3.5K | 7,377 | 2.4% |
| Five9 Inc(FIVN) | COM | 338307101 | $3.4K | 37,311 | 2.3% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $2.6K | 14,032 | 1.8% |
| Hubspot Inc(HUBS) | COM | 443573100 | $2.5K | 8,224 | 1.7% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $1.9K | 18,889 | 1.3% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $1.8K | 57,192 | 1.2% |
| Digimarc Corp New(DMRC) | COM | 25381B101 | $721 | 51,013 | 0.5% |
| 2U Inc | COM | 90214J101 | $142 | 13,549 | 0.1% |
| Sprinklr Inc(CXM) | CL A | 85208T107 | $112 | 11,035 | 0.1% |
| Yext Inc(YEXT) | COM | 98585N106 | $87 | 18,098 | 0.1% |
| Sumo Logic Inc(SUMO2EUR) | COM | 86646P103 | $86 | 11,544 | 0.1% |
| Riskified LTD(RSKD) | SHS CL A | M8216R109 | $83 | 18,608 | 0.1% |
| Vimeo Inc(VMEO*) | COMMON STOCK | 92719V100 | $64 | 10,600 | 0.0% |
| Vtex(VTEX) | SHS CL A | G9470A102 | $54 | 17,486 | 0.0% |