Institutional Manager · CIK 0001859691
First Growth Investment Manager LP
SAN FRANCISCO, CA · File #028-21240
Latest AUM
$59.5M
Positions
27
Top-10 Concentration
66.1%
Filings
3
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Sep 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SERVICENOW INC | NOW | 8,150 | $4.6M | 7.70% |
| 2 | FIVE9 INC | FIVN | 54,500 | $4.5M | 7.55% |
| 3 | WORKDAY INC | WDAY | 19,850 | $4.5M | 7.54% |
| 4 | PAYCOM SOFTWARE INC | PAYC | 13,900 | $4.5M | 7.51% |
| 5 | BLACKLINE INC | BL | 80,500 | $4.3M | 7.28% |
| 6 | SHOPIFY INC | SHOP | 65,150 | $4.2M | 7.07% |
| 7 | ATLASSIAN CORPORATION | TEAM | 20,350 | $3.4M | 5.74% |
| 8 | MERCADOLIBRE INC | MELI | 2,800 | $3.3M | 5.58% |
| 9 | PROCORE TECHNOLOGIES INC | PCOR | 48,500 | $3.2M | 5.30% |
| 10 | SNOWFLAKE INC | SNOW | 16,350 | $2.9M | 4.84% |
| 11 | HUBSPOT INC | HUBS | 5,200 | $2.8M | 4.65% |
| 12 | MONGODB INC | MDB | 6,500 | $2.7M | 4.49% |
| 13 | AIRBNB INC | ABNB | 20,500 | $2.6M | 4.42% |
| 14 | THE TRADE DESK INC | 88339J105 | 33,000 | $2.5M | 4.28% |
| 15 | DESCARTES SYS GROUP INC | 249906108 | 21,750 | $1.7M | 2.93% |
| 16 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 61,500 | $1.7M | 2.79% |
| 17 | TYLER TECHNOLOGIES INC | TYL | 3,950 | $1.6M | 2.77% |
| 18 | ZOOMINFO TECHNOLOGIES INC | GTM | 61,000 | $1.5M | 2.60% |
| 19 | ATLASSIAN CORPORATION | TEAM | 6,500 | $1.1M | 1.83% |
| 20 | AUTODESK INC | ADSK | 5,000 | $1.0M | 1.72% |