Q4 2022 Holdings
Filed 2023-02-14 | 12 holdings | $747.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Doordash Inc(DASH) | CL A | 25809K105 | $210.3M | 4,308,004 | 28.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $190.8M | 3,667,490 | 25.5% |
| Asana Inc(ASAN) | CL A | 04342Y104 | $76.7M | 5,570,296 | 10.3% |
| Lithium Amers Corp New(LAC1EUR) | COM NEW | 53680Q207 | $58.0M | 3,061,992 | 7.8% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $48.9M | 2,067,275 | 6.5% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $40.4M | 1,164,630 | 5.4% |
| Intellia Therapeutics Inc(NTLA) | COM | 45826J105 | $40.0M | 1,145,091 | 5.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $38.2M | 310,284 | 5.1% |
| Albemarle Corp(ALB) | COM | 012653101 | $20.5M | 94,540 | 2.7% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $20.2M | 165,500 | 2.7% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $3.1M | 40,954 | 0.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $625.2K | 5,195 | 0.1% |