13F HOLDINGS REPORT
Cota Capital Management, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001104659-23-091150
Total Value
$199.5M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DYNATRACE INC | DT | 842,538 | $43.4M | 21.74% |
| 2 | BILL.COM HOLDINGS INC | BILL | 243,522 | $28.5M | 14.26% |
| 3 | SMARTSHEET INC-CLASS A | 83200N103 | 599,355 | $22.9M | 11.50% |
| 4 | CLOUDFLARE INC - CLASS A | NET | 341,688 | $22.3M | 11.20% |
| 5 | ELASTIC NV | ESTC | 327,984 | $21.0M | 10.54% |
| 6 | ZSCALER INC | ZS | 119,662 | $17.5M | 8.78% |
| 7 | SENTINELONE INC - CLASS A | S | 877,881 | $13.3M | 6.65% |
| 8 | UIPATH INC - CLASS A | PATH | 710,385 | $11.8M | 5.90% |
| 9 | DOCUSIGN INC | DOCU | 221,914 | $11.3M | 5.68% |
| 10 | RINGCENTRAL INC-CLASS A | RNG | 215,987 | $7.1M | 3.54% |
| 11 | EQUILLIUM INC | EQ | 562,278 | $421,709 | 0.21% |