| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | 13.8% | 138,823 | $109,341,159 | -28,113 | -16.84% | $787.63 | 13F |
| MNDY | MONDAY COM LTD | 11.16% | 281,212 | $88,435,550 | -97,499 | -25.74% | $314.48 | 13F |
| NCNO | NCINO INC | 10.19% | 2,887,766 | $80,770,815 | -764,152 | -20.92% | $27.97 | 13F |
| FOUR | SHIFT4 PMTS INC | 9.74% | 778,722 | $77,179,137 | -120,152 | -13.37% | $99.11 | 13F |