Style
GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Toast Inc(TOST) | 3,021,216 | $84.1M | 15.27% |
| 2 | Workday Inc(WDAY) | 623,867 | $76.4M | 13.88% |
| 3 | Appian Corp(APPN) | 2,878,544 | $65.9M | 11.98% |
| 4 | Appfolio Inc(APPF) | 399,656 | $64.1M | 11.64% |
| 5 | Remitly Global Inc(RELY) | 2,687,772 | $60.2M | 10.94% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Healthcare | 9.23% | 10.52% | +1.29% |
| Technology | 90.22% | 89.09% | -1.13% |
| Ncino Inc(NCNO) |
| 3,662,570 |
| $59.9M |
| 10.88% |
| 7 | Veeva SYS Inc(VEEV) | 326,306 | $57.9M | 10.52% |
| 8 | Yext Inc(YEXT) | 7,843,296 | $36.6M | 6.66% |
| 9 | Mongodb Inc(MDB) | 64,678 | $21.7M | 3.95% |
| 10 | Procore Technologies Inc(PCOR) | 515,051 | $20.9M | 3.80% |
| Industrials | 0.55% | 0.39% | -0.16% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 47.56% | 43.62% | -3.94% |
| Small Cap | 24.85% | 29.51% | +4.66% |
| Mid Cap | 27.59% | 26.87% | -0.72% |
Quarter-over-quarter position changes