Vetamer Capital Management as of Dec. 31, 2021
Portfolio Holdings for Vetamer Capital Management
Vetamer Capital Management holds 34 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 6.5 | $14M | 38k | 359.32 | |
| Coupa Software | 5.3 | $11M | 70k | 158.05 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 4.9 | $10M | 12k | 829.85 | |
| Cme (CME) | 4.9 | $10M | 45k | 228.46 | |
| Norfolk Southern (NSC) | 4.7 | $9.7M | 33k | 297.71 | |
| Comerica Incorporated (CMA) | 4.3 | $9.0M | 103k | 87.00 | |
| Servicenow (NOW) | 4.2 | $8.8M | 14k | 649.10 | |
| Shopify Cl A (SHOP) | 3.9 | $8.2M | 5.9k | 1377.36 | |
| Amazon (AMZN) | 3.9 | $8.2M | 2.4k | 3334.42 | |
| Block Cl A (SQ) | 3.6 | $7.4M | 46k | 161.51 | |
| Charles Schwab Corporation (SCHW) | 3.5 | $7.3M | 87k | 84.10 | |
| Five9 (FIVN) | 3.4 | $7.2M | 52k | 137.31 | |
| NCR Corporation (VYX) | 3.0 | $6.2M | 155k | 40.20 | |
| Sea Sponsord Ads (SE) | 2.9 | $6.1M | 27k | 223.72 | |
| Intuit (INTU) | 2.9 | $6.0M | 9.4k | 643.23 | |
| Twilio Cl A (TWLO) | 2.8 | $5.7M | 22k | 263.35 | |
| CoStar (CSGP) | 2.7 | $5.7M | 72k | 79.03 | |
| Snowflake Cl A (SNOW) | 2.7 | $5.6M | 17k | 338.73 | |
| Ceridian Hcm Hldg (DAY) | 2.5 | $5.3M | 51k | 104.46 | |
| Icici Bank Adr (IBN) | 2.5 | $5.2M | 264k | 19.79 | |
| Confluent Class A Com (CFLT) | 2.4 | $5.1M | 67k | 76.24 | |
| Zoominfo Technologies Com Cl A (ZI) | 2.4 | $5.0M | 78k | 64.20 | |
| Procore Technologies (PCOR) | 2.3 | $4.8M | 60k | 79.97 | |
| Bill Com Holdings Ord (BILL) | 2.3 | $4.7M | 19k | 249.14 | |
| Global E Online SHS (GLBE) | 2.2 | $4.5M | 71k | 63.39 | |
| Coinbase Global Com Cl A (COIN) | 2.1 | $4.4M | 17k | 252.34 | |
| Stoneco Com Cl A (STNE) | 2.0 | $4.3M | 253k | 16.86 | |
| Carvana Cl A (CVNA) | 1.7 | $3.5M | 15k | 231.82 | |
| Blend Labs Cl A Call Option (BLND) | 1.5 | $3.0M | 414k | 7.36 | |
| Ribbit Leap Shs Cl A | 1.3 | $2.8M | 277k | 10.01 | |
| Workday Cl A (WDAY) | 1.3 | $2.7M | 9.9k | 273.22 | |
| Dlocal Class A Com (DLO) | 1.3 | $2.7M | 75k | 35.70 | |
| Dragoneer Growth Opt Corp Ii Cl A Shs | 1.2 | $2.4M | 250k | 9.77 | |
| Peloton Interactive Cl A Com (PTON) | 0.8 | $1.7M | 48k | 35.75 |
