Q1 2022 Holdings
Filed 2022-05-16 | 29 holdings | $113.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $11.8K | 38,359 | 10.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $11.5K | 4,143 | 10.2% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $11.2K | 82,059 | 9.9% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $10.7K | 106,272 | 9.4% |
| Doordash Inc(DASH) | CL A | 25809K105 | $10.6K | 90,863 | 9.4% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $10.5K | 217,320 | 9.3% |
| Servicenow Inc(NOW) | COM | 81762P102 | $9.9K | 17,847 | 8.8% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $9.4K | 72,268 | 8.3% |
| Block Inc(XYZ) | CL A | 852234103 | $6.7K | 49,541 | 5.9% |
| Nextdoor Holdings Inc(NXDR) | COM CL A | 65345M108 | $5.8K | 973,177 | 5.2% |
| Wework Inc | CL A | 96209A104 | $4.9K | 722,238 | 4.4% |
| Sonos Inc(SONO) | COM | 83570H108 | $4.1K | 144,231 | 3.6% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $3.6K | 105,666 | 3.2% |
| Solo Brands Inc | COM CL A | 83425V104 | $1.7K | 202,121 | 1.5% |
| Wework IncCall | CALL | 96209A904 | $477 | 700 | 0.4% |