First Growth Investment Manager as of March 31, 2021
Portfolio Holdings for First Growth Investment Manager
First Growth Investment Manager holds 26 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 10.1 | $30M | 89k | 340.77 | |
| Docusign (DOCU) | 9.0 | $27M | 134k | 202.45 | |
| Workday Cl A (WDAY) | 8.5 | $26M | 103k | 248.44 | |
| Zoom Video Communications In Cl A (ZM) | 7.6 | $23M | 71k | 321.28 | |
| Shopify Cl A (SHOP) | 7.6 | $23M | 21k | 1106.46 | |
| Ringcentral Cl A (RNG) | 5.7 | $17M | 57k | 297.89 | |
| Zendesk | 5.6 | $17M | 125k | 132.62 | |
| Autodesk (ADSK) | 5.1 | $15M | 56k | 277.13 | |
| Five9 (FIVN) | 5.0 | $15M | 97k | 156.33 | |
| Blackline (BL) | 4.8 | $14M | 133k | 108.40 | |
| Amazon (AMZN) | 4.7 | $14M | 4.6k | 3093.95 | |
| Atlassian Corp Cl A | 4.3 | $13M | 62k | 210.77 | |
| Paycom Software (PAYC) | 3.9 | $12M | 32k | 370.08 | |
| Servicenow (NOW) | 3.5 | $11M | 21k | 500.14 | |
| Everbridge, Inc. Cmn (EVBG) | 3.1 | $9.2M | 76k | 121.17 | |
| Pinterest Cl A Put Option (PINS) | 2.7 | $8.0M | 1.0k | 7956.00 | |
| Coupa Software | 2.5 | $7.6M | 30k | 254.48 | |
| Anaplan | 2.4 | $7.2M | 134k | 53.85 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 2.0 | $6.0M | 189k | 31.58 | |
| Avalara | 0.4 | $1.2M | 9.0k | 133.44 | |
| Zoominfo Technologies Com Cl A (ZI) | 0.3 | $831k | 17k | 48.88 | |
| Hubspot (HUBS) | 0.3 | $818k | 1.8k | 454.44 | |
| Airbnb Com Cl A (ABNB) | 0.3 | $752k | 4.0k | 188.00 | |
| Mongodb Cl A (MDB) | 0.2 | $642k | 2.4k | 267.50 | |
| MercadoLibre (MELI) | 0.1 | $442k | 300.00 | 1473.33 | |
| salesforce (CRM) | 0.1 | $212k | 1.0k | 212.00 |
