Q4 2019 Holdings
Filed 2020-02-14 | 15 holdings | $121.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $121.4M | 7,115,467 | 99.8% |
| The Realreal Inc(REAL) | COM | 88339P101 | $95.1K | 5,046,148 | 0.1% |
| Sprout Social Inc(SPT) | COM CL A | 85209W109 | $48.5K | 3,024,562 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $33.7K | 783,910 | 0.0% |
| NGM Biopharmaceuticals Inc(NGMUSD) | COM | 62921N105 | $29.1K | 1,573,357 | 0.0% |
| Sonos Inc(SONO) | COM | 83570H108 | $27.6K | 1,767,826 | 0.0% |
| Phathom Pharmaceuticals Inc(PHAT) | COM | 71722W107 | $11.2K | 360,939 | 0.0% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $3.5K | 145,427 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $3.3K | 63,199 | 0.0% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $2.5K | 33,548 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $1.0K | 20,356 | 0.0% |
| Nutanix Inc(NTNX) | CL A COM | 67059N108 | $943 | 30,165 | 0.0% |
| Pagerduty Inc(PD) | COM | 69553P100 | $628 | 26,838 | 0.0% |
| Slack Technologies Inc(WORK) | COM CL A | 83088V102 | $597 | 26,570 | 0.0% |
| Viomi Technology Co LTD(VIOT) | SPONSORED ADS | 92762J103 | $17 | 2,094 | 0.0% |