First Growth Investment Manager
Latest statistics and disclosures from First Growth Investment Manager's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ABNB, DOCU, TWLO, SHOP, DBX, and represent 52.10% of First Growth Investment Manager's stock portfolio.
- Added to shares of these 10 stocks: ABNB (+$86M), DBX (+$13M), TWTR (+$9.3M), VIAC (+$9.0M), ZI (+$8.9M), DISCA (+$6.1M), MELI, AVLR, MDB, HUBS.
- Started 4 new stock positions in TWTR, DISCA, VIAC, DBX.
- Reduced shares in these 10 stocks: DOCU (-$21M), TWLO (-$20M), WDAY (-$19M), SHOP (-$17M), ZM (-$16M), ZEN (-$11M), FIVN (-$11M), ADSK (-$9.0M), AMZN (-$8.6M), TEAM (-$8.3M).
- Sold out of its positions in PINS, MMYT.
- First Growth Investment Manager was a net seller of stock by $-60M.
- First Growth Investment Manager has $278M in assets under management (AUM), dropping by -7.13%.
- Central Index Key (CIK): 0001859691
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Portfolio Holdings for First Growth Investment Manager
Companies in the First Growth Investment Manager portfolio as of the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Airbnb Com Cl A (ABNB) | 31.0 | $86M | +13962% | 563k | 153.13 | |
| Docusign (DOCU) | 6.0 | $17M | -55% | 59k | 279.57 | |
| Twilio Cl A (TWLO) | 5.5 | $15M | -56% | 39k | 394.16 | |
| Shopify Cl A (SHOP) | 4.9 | $14M | -54% | 9.3k | 1460.99 | |
| Dropbox Cl A Call Option (DBX) | 4.7 | $13M | NEW | 435k | 30.31 | |
| Zoom Video Communications In Cl A (ZM) | 4.4 | $12M | -56% | 31k | 387.02 | |
| Zoominfo Technologies Com Cl A (ZI) | 3.5 | $9.8M | +1002% | 188k | 52.17 | |
| Twitter Call Option (TWTR) | 3.3 | $9.3M | NEW | 135k | 68.81 | |
| Viacomcbs CL B Call Option (VIAC) | 3.3 | $9.0M | NEW | 200k | 45.20 | |
| Ringcentral Cl A (RNG) | 3.0 | $8.2M | -50% | 28k | 290.58 | |
| Atlassian Corp Cl A (TEAM) | 2.7 | $7.5M | -52% | 29k | 256.85 | |
| Zendesk (ZEN) | 2.6 | $7.3M | -59% | 50k | 144.35 | |
| Autodesk (ADSK) | 2.6 | $7.2M | -55% | 25k | 291.89 | |
| Blackline (BL) | 2.6 | $7.1M | -51% | 64k | 111.27 | |
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| Amazon (AMZN) | 2.6 | $7.1M | -54% | 2.1k | 3440.10 | |
| Five9 (FIVN) | 2.5 | $6.9M | -61% | 38k | 183.38 | |
| Servicenow (NOW) | 2.2 | $6.1M | -47% | 11k | 549.55 | |
| Discovery Com Ser A Call Option (DISCA) | 2.2 | $6.1M | NEW | 200k | 30.68 | |
| Workday Cl A (WDAY) | 2.0 | $5.5M | -77% | 23k | 238.74 | |
| Paycom Software (PAYC) | 1.8 | $4.9M | -56% | 14k | 363.44 | |
| Everbridge, Inc. Cmn (EVBG) | 1.7 | $4.6M | -55% | 34k | 136.09 | |
| Coupa Software (COUP) | 1.6 | $4.4M | -43% | 17k | 262.10 | |
| Anaplan (PLAN) | 1.4 | $4.0M | -44% | 75k | 53.31 | |
| Avalara (AVLR) | 0.8 | $2.1M | +44% | 13k | 161.77 | |
| MercadoLibre (MELI) | 0.4 | $1.2M | +166% | 800.00 | 1557.50 | |
| Mongodb Cl A (MDB) | 0.4 | $1.2M | +33% | 3.2k | 361.56 | |
| Hubspot (HUBS) | 0.4 | $1.1M | +5% | 1.9k | 582.63 | |
| salesforce (CRM) | 0.1 | $244k | 1.0k | 244.00 | ||
Past Filings by First Growth Investment Manager
SEC 13F filings are viewable for First Growth Investment Manager going back to 2021
- First Growth Investment Manager 2021 Q2 filed Aug. 16, 2021
- First Growth Investment Manager 2020 Q4 filed June 4, 2021
- First Growth Investment Manager 2021 Q1 filed May 17, 2021