Q4 2022 Holdings
Filed 2023-02-09 | 8 holdings | $22.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wisdomtree TR(WCLD) | CLOUD COMPUTNG | 97717Y691 | $6.8M | 269,400 | 30.2% |
| Five9 Inc(FIVN) | COM | 338307101 | $3.0M | 44,551 | 13.5% |
| Servicenow Inc(NOW) | COM | 81762P102 | $3.0M | 7,704 | 13.4% |
| Hubspot Inc(HUBS) | COM | 443573100 | $2.5M | 8,571 | 11.1% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $2.4M | 19,690 | 10.8% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $2.3M | 59,153 | 10.4% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $1.9M | 14,684 | 8.5% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $475.5K | 13,700 | 2.1% |