Q1 2022 Holdings
Filed 2022-05-13 | 11 holdings | $49.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $29.9M | 250,000 | 60.2% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $19.3M | 85,000 | 38.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $130.4K | 40,000 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $123.3K | 400,000 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $111.3K | 40,000 | 0.2% |
| Ishares TR(IGV) | EXPANDED TECH | 464287515 | $44.9K | 135,000 | 0.1% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $28.8K | 65,000 | 0.1% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $20.6K | 70,000 | 0.0% |
| Houghton Mifflin Harcourt Co | COM | 44157R109 | $10.5K | 500,000 | 0.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $9.2K | 40,000 | 0.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $9.1K | 60,000 | 0.0% |