First Growth Capital Management as of Dec. 31, 2020
Portfolio Holdings for First Growth Capital Management
First Growth Capital Management holds 25 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 9.3 | $13M | 39k | 338.51 | |
| Docusign (DOCU) | 9.1 | $13M | 59k | 222.30 | |
| Shopify Cl A (SHOP) | 7.2 | $10M | 9.1k | 1131.94 | |
| Zoom Video Communications In Cl A (ZM) | 7.2 | $10M | 30k | 337.34 | |
| Ringcentral Cl A (RNG) | 7.1 | $10M | 27k | 378.95 | |
| Blackline (BL) | 5.9 | $8.5M | 64k | 133.39 | |
| Autodesk (ADSK) | 5.2 | $7.5M | 25k | 305.36 | |
| Zendesk | 5.0 | $7.2M | 50k | 143.12 | |
| Atlassian Corp Plc-class A Cl A | 4.8 | $6.8M | 29k | 233.88 | |
| Amazon (AMZN) | 4.6 | $6.6M | 2.0k | 3256.79 | |
| Five9 (FIVN) | 4.5 | $6.4M | 37k | 174.40 | |
| Makemytrip SHS (MMYT) | 4.4 | $6.3M | 214k | 29.53 | |
| Paycom Software (PAYC) | 4.1 | $5.9M | 13k | 452.28 | |
| Servicenow (NOW) | 4.1 | $5.8M | 11k | 550.43 | |
| Workday Cl A (WDAY) | 3.8 | $5.5M | 23k | 239.61 | |
| Coupa Software | 3.8 | $5.4M | 16k | 338.94 | |
| Anaplan | 3.7 | $5.3M | 74k | 71.85 | |
| Everbridge, Inc. Cmn (EVBG) | 3.2 | $4.5M | 31k | 149.08 | |
| Avalara | 0.8 | $1.1M | 6.8k | 164.89 | |
| Zoominfo Technologies Com Cl A (ZI) | 0.5 | $748k | 16k | 48.26 | |
| Airbnb Com Cl A (ABNB) | 0.4 | $514k | 3.5k | 146.86 | |
| Hubspot (HUBS) | 0.3 | $496k | 1.3k | 396.80 | |
| Mongodb Cl A (MDB) | 0.3 | $449k | 1.3k | 359.20 | |
| MercadoLibre (MELI) | 0.3 | $419k | 250.00 | 1676.00 | |
| salesforce (CRM) | 0.2 | $223k | 1.0k | 223.00 |
