13F HOLDINGS REPORT
Cota Capital Management, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001104659-23-118218
Total Value
$199.2M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DYNATRACE INC | DT | 815,308 | $38.1M | 19.13% |
| 2 | BILL.COM HOLDINGS INC | BILL | 243,522 | $26.4M | 13.27% |
| 3 | ELASTIC NV | ESTC | 319,457 | $26.0M | 13.03% |
| 4 | SMARTSHEET INC-CLASS A | 83200N103 | 599,355 | $24.2M | 12.17% |
| 5 | CLOUDFLARE INC - CLASS A | NET | 341,688 | $21.5M | 10.81% |
| 6 | ZSCALER INC | ZS | 119,662 | $18.6M | 9.35% |
| 7 | SENTINELONE INC - CLASS A | S | 877,881 | $14.8M | 7.43% |
| 8 | UIPATH INC - CLASS A | PATH | 677,490 | $11.6M | 5.82% |
| 9 | CROWDSTRIKE HOLDINGS INC - A | CRWD | 55,853 | $9.3M | 4.69% |
| 10 | DATADOG INC - CLASS A | DDOG | 89,335 | $8.1M | 4.09% |
| 11 | EQUILLIUM INC | EQ | 562,278 | $416,086 | 0.21% |