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Latest First Growth Investment Manager LP Stock Portfolio

$59.49Million

Equity Portfolio Value
Last Reported on: 02 Aug, 2023

About First Growth Investment Manager LP and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, First Growth Investment Manager LP reported an equity portfolio of $59.5 Millions as of 30 Jun, 2023.

The top stock holdings of First Growth Investment Manager LP are NOW, FIVN, WDAY. The fund has invested 7.7% of it's portfolio in SERVICENOW INC and 7.6% of portfolio in FIVE9 INC.

The fund managers got completely rid off ZOOM VIDEO COMMUNICATIONS IN (ZM) stocks. They significantly reduced their stock positions in TWILIO INC (TWLO), AUTODESK INC (ADSK) and MAKEMYTRIP LIMITED MAURITIUS. First Growth Investment Manager LP opened new stock positions in DESCARTES SYS GROUP INC and TYLER TECHNOLOGIES INC (TYL). The fund showed a lot of confidence in some stocks as they added substantially to THE TRADE DESK INC (TTD), MERCADOLIBRE INC (MELI) and PROCORE TECHNOLOGIES INC (PCOR).

New Buys

Ticker$ Bought
DESCARTES SYS GROUP INC1,742,390
TYLER TECHNOLOGIES INC1,645,060
New stocks bought by First Growth Investment Manager LP

Additions

Ticker% Inc.
THE TRADE DESK INC140
MERCADOLIBRE INC93.1
PROCORE TECHNOLOGIES INC59.02
FIVE9 INC46.31
HUBSPOT INC10.64
SHOPIFY INC3.58
BLACKLINE INC2.55
SNOWFLAKE INC1.55
Additions to existing portfolio by First Growth Investment Manager LP

Reductions

Ticker% Reduced
TWILIO INC-76.84
AUTODESK INC-65.75
MAKEMYTRIP LIMITED MAURITIUS-61.92
ZOOMINFO TECHNOLOGIES INC-21.79
SERVICENOW INC-19.31
AIRBNB INC-11.83
ATLASSIAN CORPORATION-3.55
First Growth Investment Manager LP reduced stake in above stock

Sold off

Ticker$ Sold
ZOOM VIDEO COMMUNICATIONS IN-2,344,420
First Growth Investment Manager LP got rid off the above stocks

Current Stock Holdings of First Growth Investment Manager LP

Last Reported on: 02 Aug, 2023
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
ABNBAIRBNB INC4.4220,5002,627,280REDUCED-11.83
ADSKAUTODESK INC1.725,0001,023,050REDUCED-65.75
BLBLACKLINE INC7.2880,5004,332,510ADDED2.55
CRMSALESFORCE INC0.411,150242,949UNCHANGED0.00
FIVNFIVE9 INC7.5554,5004,493,520ADDED46.31
HUBSHUBSPOT INC4.655,2002,766,870ADDED10.64
MDBMONGODB INC4.496,5002,671,440UNCHANGED0.00
MELIMERCADOLIBRE INC5.582,8003,316,880ADDED93.1
NOWSERVICENOW INC7.708,1504,580,060REDUCED-19.31
PAYCPAYCOM SOFTWARE INC7.5113,9004,465,240ADDED0.36
PCORPROCORE TECHNOLOGIES INC5.3048,5003,155,900ADDED59.02
SNOWSNOWFLAKE INC4.8416,3502,877,270ADDED1.55
TTDTHE TRADE DESK INC4.2833,0002,548,260ADDED140
TWLOTWILIO INC0.353,300209,946REDUCED-76.84
TYLTYLER TECHNOLOGIES INC2.773,9501,645,060NEW
WDAYWORKDAY INC7.5419,8504,483,920ADDED1.53
ZIZOOMINFO TECHNOLOGIES INC2.6061,0001,548,790REDUCED-21.79
ZMZOOM VIDEO COMMUNICATIONS IN0.000.000.00SOLD OFF-100
SHOPIFY INC7.0765,1504,208,690ADDED3.58
ATLASSIAN CORPORATION5.7420,3503,414,930REDUCED-3.55
DESCARTES SYS GROUP INC2.9321,7501,742,390NEW
MAKEMYTRIP LIMITED MAURITIUS2.7961,5001,659,270REDUCED-61.92