One01 Capital as of June 30, 2021
Portfolio Holdings for One01 Capital
One01 Capital holds 19 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Farfetch Ord Sh Cl A (FTCHQ) | 8.9 | $27M | 527k | 50.36 | |
| Twilio Cl A (TWLO) | 8.5 | $25M | 64k | 394.16 | |
| Atlassian Corp Cl A | 8.4 | $25M | 98k | 256.86 | |
| Amazon (AMZN) | 8.2 | $24M | 7.1k | 3440.14 | |
| Facebook Cl A (META) | 7.6 | $23M | 65k | 347.70 | |
| Uber Technologies (UBER) | 7.2 | $21M | 426k | 50.12 | |
| Deckers Outdoor Corporation (DECK) | 7.1 | $21M | 55k | 384.08 | |
| Acm Resh Com Cl A (ACMR) | 6.8 | $20M | 198k | 102.22 | |
| Huazhu Group Sponsored Ads (HTHT) | 6.8 | $20M | 383k | 52.81 | |
| Advanced Micro Devices (AMD) | 6.5 | $19M | 206k | 93.93 | |
| Varonis Sys (VRNS) | 5.0 | $15M | 259k | 57.62 | |
| The Beauty Health Company Com Cl A (SKIN) | 4.8 | $14M | 857k | 16.80 | |
| Carvana Cl A (CVNA) | 3.4 | $10M | 34k | 301.81 | |
| Servicenow (NOW) | 2.9 | $8.5M | 16k | 549.55 | |
| Live Nation Entertainment (LYV) | 2.1 | $6.3M | 72k | 87.59 | |
| Cree | 1.8 | $5.4M | 55k | 97.94 | |
| Li Auto Sponsored Ads (LI) | 1.7 | $5.2M | 147k | 34.94 | |
| Doximity Cl A (DOCS) | 1.4 | $4.0M | 69k | 58.20 | |
| Global E Online SHS (GLBE) | 0.8 | $2.4M | 42k | 57.09 |
