Q2 2022 Holdings
Filed 2022-08-15 | 15 holdings | $77.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Servicenow Inc(NOW) | COM | 81762P102 | $9.6K | 20,203 | 12.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.3K | 36,293 | 12.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $8.5K | 3,880 | 10.9% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $7.4K | 81,251 | 9.6% |
| Salesforce Inc(CRM) | COM | 79466L302 | $7.3K | 44,218 | 9.4% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $6.3K | 56,526 | 8.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $5.8K | 82,803 | 7.5% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $5.4K | 79,513 | 7.0% |
| Doordash Inc(DASH) | CL A | 25809K105 | $4.4K | 67,905 | 5.6% |
| Wework Inc | CL A | 96209A104 | $3.4K | 670,311 | 4.4% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $3.1K | 30,593 | 4.0% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $2.6K | 82,063 | 3.4% |
| Sonos Inc(SONO) | COM | 83570H108 | $2.5K | 136,476 | 3.2% |
| Block Inc(XYZ) | CL A | 852234103 | $1.8K | 29,606 | 2.4% |
| Wework IncCall | CALL | 96209A904 | $63 | 700 | 0.1% |