13F HOLDINGS REPORT
SQN Investors LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000935836-23-000410
Total Value
$227.2M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW RELIC INC | 64829B100 | 411,901 | $31.0M | 13.65% |
| 2 | CYBERARK SOFTWARE LTD/IS | M2682V108 | 158,967 | $23.5M | 10.36% |
| 3 | CROWDSTRIKE HO - A EQUITY | CRWD | 166,644 | $22.9M | 10.07% |
| 4 | EVERBRIDGE INC | EVEX-WT | 522,381 | $18.1M | 7.97% |
| 5 | DOCEBO INC | DCBO | 407,593 | $16.6M | 7.31% |
| 6 | HUBSPOT INC | HUBS | 38,193 | $16.4M | 7.21% |
| 7 | BLOCK INC | BSQKZ | 230,659 | $15.8M | 6.97% |
| 8 | FIVE9 INC | FIVN | 214,180 | $15.5M | 6.82% |
| 9 | PAGERDUTY INC | PD | 397,624 | $13.9M | 6.12% |
| 10 | NICE LTD. AMERICAN DEPOSITORY SHARES | NCSYF | 57,350 | $13.1M | 5.78% |
| 11 | BILL.COM HOLDINGS INC | BILL | 134,964 | $11.0M | 4.82% |
| 12 | SENTINELONE INC -CLASS A | S | 655,942 | $10.7M | 4.72% |
| 13 | MONGODB INC | MDB | 36,295 | $8.5M | 3.72% |
| 14 | MONDAY.COM LTD | MNDY | 45,687 | $6.5M | 2.87% |
| 15 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 625,917 | $3.6M | 1.60% |