Q1 2022 Holdings
Filed 2022-05-16 | 11 holdings | $57.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $30.4M | 176,874 | 52.7% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $26.7M | 117,920 | 46.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $96.1K | 29,481 | 0.2% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $84.3K | 235,840 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $73.4K | 117,920 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $68.9K | 324,286 | 0.1% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $57.7K | 294,773 | 0.1% |
| Outfront Media Inc | COM | 69007J106 | $57.0K | 2,004,652 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $55.5K | 412,720 | 0.1% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $26.2K | 58,960 | 0.0% |
| European WAX CTR Inc(EWCZ) | CLASS A COM | 29882P106 | $616 | 20,855 | 0.0% |