CIK: 0001861705 · Show all filings
Period: Q4 2021 (Next →)
Filing Date: Feb 14, 2022
Total Value ($000): $213,084 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| AFRM | AFFIRM HLDGS INC | 298,335 | $30,001 | 14.1% | $132.13 | 0.0% | COM CL A | 00827B106 |
| MELI | MERCADOLIBRE INC | 16,067 | $21,665 | 10.2% | $1404.74 | 0.0% | COM | 58733R102 |
| CZR | CAESARS ENTERTAINMENT INC NE | 223,400 | $20,895 | 9.8% | $101.38 | 0.0% | COM | 12769G100 |
| UBER | UBER TECHNOLOGIES INC | 489,283 | $20,516 | 9.6% | $43.11 | 0.0% | COM | 90353T100 |
| FIVN | FIVE9 INC | 139,805 | $19,198 | 9.0% | $147.91 | 0.0% | COM | 338307101 |
| RBLX | ROBLOX CORP | 131,575 | $13,573 | 6.4% | $97.14 | 0.0% | CL A | 771049103 |
| TWLO | TWILIO INC | 50,479 | $13,293 | 6.2% | $299.07 | 0.0% | CL A | 90138F102 |
| S | SENTINELONE INC | 258,995 | $13,077 | 6.1% | $58.61 | 0.0% | CL A | 81730H109 |
| GTM | ZOOMINFO TECHNOLOGIES INC | 199,500 | $12,808 | 6.0% | $66.94 | 0.0% | COM CL A | 98980F104 |
| MGM | MGM RESORTS INTERNATIONAL | 263,256 | $11,815 | 5.5% | $44.88 | 0.0% | COM | 552953101 |
| MSFT | MICROSOFT CORP | 24,000 | $8,072 | 3.8% | $313.41 | 0.0% | COM | 594918104 |
| SHOP | SHOPIFY INC | 5,700 | $7,851 | 3.7% | $146.12 | 0.0% | CL A | 82509L107 |
| TOST | TOAST INC | 157,105 | $5,453 | 2.6% | $46.27 | 0.0% | CL A | 888787108 |
| HUBS | HUBSPOT INC | 8,200 | $5,405 | 2.5% | $756.48 | 0.0% | COM | 443573100 |
| ALB | ALBEMARLE CORP | 22,100 | $5,166 | 2.4% | $234.79 | 0.0% | COM | 012653101 |
| DOCU | DOCUSIGN INC | 15,101 | $2,300 | 1.1% | $227.99 | 0.0% | COM | 256163106 |
| FRSH | FRESHWORKS INC | 76,000 | $1,996 | 0.9% | $36.28 | 0.0% | CLASS A COM | 358054104 |