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CIK 0001218663 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Amazon.com Inc. | COM | $13.7M | 17.5% | 71,749 SH | |
| AppFolio Inc | COM CL A | $5.3M | 6.8% | 24,184 SH | |
| Atlassian Corporation | CL A | $11.1M | 14.3% | 52,392 SH | |
| Autodesk Inc | COM | $8.2M | 10.5% | 31,229 SH | |
| Datadog Inc | CL A COM | $7.2M | 9.2% | 72,474 SH | |
| Monday com Ltd | SHS | $12.2M | 15.7% | 50,282 SH | |
| MongoDB Inc | CL A | $4.9M | 6.3% | 27,797 SH | |
| Veeva Sys Inc | CL A COM | $15.4M | 19.7% | 66,343 SH |
| 13F-HR |
| 0001193125-26-348152 |
| $55.0M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0000950123-25-007482 | $90.5M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001193125-26-222994 | $53.3M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0000950123-25-005008 | $77.9M | View |