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

Tip: Access up to 7 years of quarterly data

Positions held by First Growth Investment Manager consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Setup an alert

First Growth Investment Manager will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

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