Q2 2023 Holdings
Filed 2023-08-11 | 17 holdings | $93.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $8.8M | 239,700 | 9.4% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $8.5M | 100,600 | 9.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $8.4M | 193,700 | 8.9% |
| Servicenow Inc(NOW) | COM | 81762P102 | $8.1M | 14,500 | 8.7% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $7.5M | 432,114 | 8.0% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $6.7M | 97,400 | 7.2% |
| Okta Inc(OKTA) | CL A | 679295105 | $6.4M | 92,041 | 6.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.9M | 45,500 | 6.3% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $5.6M | 108,900 | 6.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $5.2M | 18,050 | 5.5% |
| Intuit(INTU) | COM | 461202103 | $5.1M | 11,100 | 5.4% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $4.6M | 733,400 | 4.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $4.4M | 37,000 | 4.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.5M | 29,600 | 2.6% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $2.3M | 671,200 | 2.5% |
| Xpeng Inc(XPEV) | ADS | 98422D105 | $2.1M | 154,400 | 2.2% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $1.4M | 98,000 | 1.5% |