One01 Capital as of Sept. 30, 2021
Portfolio Holdings for One01 Capital
One01 Capital holds 22 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Atlassian Corp Cl A | 11.8 | $34M | 86k | 391.42 | |
| Amazon (AMZN) | 8.2 | $23M | 7.1k | 3285.07 | |
| Twilio Cl A (TWLO) | 7.9 | $22M | 70k | 319.04 | |
| Advanced Micro Devices (AMD) | 7.7 | $22M | 213k | 102.90 | |
| Deckers Outdoor Corporation (DECK) | 7.7 | $22M | 61k | 360.20 | |
| The Beauty Health Company Com Cl A (SKIN) | 7.5 | $21M | 823k | 25.97 | |
| Huazhu Group Sponsored Ads (HTHT) | 7.2 | $21M | 448k | 45.86 | |
| Burlington Stores (BURL) | 7.1 | $20M | 71k | 283.57 | |
| Li Auto Sponsored Ads (LI) | 6.1 | $18M | 665k | 26.29 | |
| Live Nation Entertainment (LYV) | 3.9 | $11M | 123k | 91.13 | |
| Carvana Cl A (CVNA) | 3.5 | $10M | 34k | 301.54 | |
| Servicenow (NOW) | 3.4 | $9.6M | 16k | 622.26 | |
| Progyny (PGNY) | 2.8 | $8.0M | 144k | 56.00 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 2.6 | $7.4M | 196k | 37.48 | |
| Compass Cl A (COMP) | 2.1 | $6.1M | 460k | 13.26 | |
| Hydrofarm Holdings Group Ord | 2.0 | $5.8M | 154k | 37.85 | |
| Global E Online SHS (GLBE) | 1.9 | $5.4M | 76k | 71.79 | |
| Acm Resh Com Cl A (ACMR) | 1.8 | $5.1M | 47k | 109.99 | |
| Xpeng Ads (XPEV) | 1.6 | $4.5M | 126k | 35.54 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 1.4 | $4.1M | 45k | 91.01 | |
| Niu Technologies Ads (NIU) | 1.1 | $3.1M | 133k | 23.17 | |
| Olaplex Hldgs (OLPX) | 0.6 | $1.7M | 70k | 24.50 |
