$390Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
APP | APPLOVIN CORP | 16.36 | 923,030 | 63,892,100 | REDUCED | -26.97 | |
DDOG | DATADOG INC | 7.52 | 237,438 | 29,347,300 | REDUCED | -18.39 | |
DT | DYNATRACE INC | 10.09 | 848,072 | 39,384,500 | ADDED | 3.29 | |
GDDY | GODADDY INC | 14.31 | 470,652 | 55,857,000 | UNCHANGED | 0.00 | |
JAMF | JAMF HLDG CORP | 8.93 | 1,899,400 | 34,854,000 | REDUCED | -3.12 | |
MLNK | MERIDIANLINK INC | 12.29 | 2,565,270 | 47,970,500 | ADDED | 9.61 | |
NCNO | NCINO INC | 7.73 | 807,262 | 30,175,500 | REDUCED | -45.22 | |
SMAR | SMARTSHEET INC | 9.40 | 953,433 | 36,707,200 | UNCHANGED | 0.00 | |
WDAY | WORKDAY INC | 13.38 | 191,179 | 52,253,200 | REDUCED | -4.5 |