13F HOLDINGS REPORT
SQN Investors LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000935836-23-000226
Total Value
$258.2M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIVE9 INC | FIVN | 453,156 | $30.8M | 11.91% |
| 2 | BILL.COM HOLDINGS INC | BILL | 229,645 | $25.0M | 9.69% |
| 3 | MONGODB INC | MDB | 119,532 | $23.5M | 9.11% |
| 4 | NEW RELIC INC | 64829B100 | 376,005 | $21.2M | 8.22% |
| 5 | HUBSPOT INC | HUBS | 71,383 | $20.6M | 7.99% |
| 6 | BLOCK INC | BSQKZ | 296,002 | $18.6M | 7.20% |
| 7 | CROWDSTRIKE HO - A EQUITY | CRWD | 169,152 | $17.8M | 6.90% |
| 8 | GITLAB INC - CL A | GTLB | 384,299 | $17.5M | 6.76% |
| 9 | CYBERARK SOFTWARE LTD/IS | M2682V108 | 130,843 | $17.0M | 6.57% |
| 10 | SENTINELONE INC -CLASS A | S | 1,067,488 | $15.6M | 6.03% |
| 11 | DOCEBO INC | DCBO | 444,323 | $14.7M | 5.70% |
| 12 | EVERBRIDGE INC | EVEX-WT | 423,134 | $12.5M | 4.85% |
| 13 | RINGCENTRAL INC CLASS A | RNG | 344,390 | $12.2M | 4.72% |
| 14 | OKTA INC | OKTA | 101,852 | $7.0M | 2.70% |
| 15 | CLOUDFLARE INC - CLASS A | NET | 67,037 | $3.0M | 1.17% |
| 16 | BLACKBAUD INC | BLKB | 20,000 | $1.2M | 0.46% |