First Growth Investment Manager as of Dec. 31, 2022
Portfolio Holdings for First Growth Investment Manager
First Growth Investment Manager holds 30 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackline (BL) | 10.4 | $4.8M | 71k | 67.27 | |
| Paycom Software (PAYC) | 8.0 | $3.6M | 12k | 310.31 | |
| Servicenow (NOW) | 7.6 | $3.5M | 9.0k | 388.27 | |
| Autodesk (ADSK) | 7.2 | $3.3M | 18k | 186.87 | |
| Workday Cl A (WDAY) | 6.2 | $2.8M | 17k | 167.33 | |
| Airbnb Call Call Option | 5.1 | $2.4M | 28k | 85.50 | |
| Atlassian Corporation Cl A (TEAM) | 4.9 | $2.2M | 17k | 128.68 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 4.8 | $2.2M | 80k | 27.57 | |
| Five9 (FIVN) | 4.4 | $2.0M | 30k | 67.86 | |
| Shopify Cl A (SHOP) | 4.1 | $1.9M | 54k | 34.71 | |
| Airbnb Com Cl A (ABNB) | 3.9 | $1.8M | 21k | 85.50 | |
| Mercadolibre Call Call Option | 3.7 | $1.7M | 2.0k | 846.24 | |
| Zoom Video Communications In Cl A (ZM) | 3.1 | $1.4M | 21k | 67.74 | |
| Twilio Cl A (TWLO) | 3.0 | $1.4M | 28k | 48.96 | |
| Zoominfo Technologies Common Stock (ZI) | 2.9 | $1.3M | 45k | 30.11 | |
| Hubspot (HUBS) | 2.3 | $1.1M | 3.7k | 289.13 | |
| Procore Technologies (PCOR) | 2.3 | $1.0M | 22k | 47.18 | |
| MercadoLibre (MELI) | 2.1 | $973k | 1.2k | 846.24 | |
| Twilio Call Call Option | 1.8 | $832k | 17k | 48.96 | |
| Snowflake Cl A (SNOW) | 1.8 | $822k | 5.7k | 143.54 | |
| Mongodb Cl A (MDB) | 1.8 | $817k | 4.2k | 196.84 | |
| Coupa Software | 1.6 | $732k | 9.3k | 79.17 | |
| Atlassian Corporation Call Call Option | 1.3 | $618k | 4.8k | 128.68 | |
| Five9 Call Call Option | 1.3 | $611k | 9.0k | 67.86 | |
| Docusign (DOCU) | 1.3 | $582k | 11k | 55.42 | |
| Everbridge, Inc. Cmn (EVBG) | 1.0 | $444k | 15k | 29.58 | |
| Ringcentral Cl A (RNG) | 0.6 | $283k | 8.0k | 35.40 | |
| Zoom Video Communications In Call Call Option | 0.5 | $237k | 3.5k | 67.74 | |
| Ringcentral Call Call Option | 0.5 | $230k | 6.5k | 35.40 | |
| Amazon (AMZN) | 0.5 | $210k | 2.5k | 84.00 |
