Vetamer Capital Management as of March 31, 2022
Portfolio Holdings for Vetamer Capital Management
Vetamer Capital Management holds 39 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 6.5 | $10M | 28k | 357.38 | |
| Hdfc Bank Sponsored Ads (HDB) | 5.5 | $8.6M | 140k | 61.33 | |
| Charles Schwab Corporation (SCHW) | 5.3 | $8.2M | 97k | 84.31 | |
| Workday Cl A (WDAY) | 5.2 | $8.1M | 34k | 239.45 | |
| CSX Corporation (CSX) | 5.1 | $8.0M | 214k | 37.45 | |
| Cme (CME) | 5.1 | $7.9M | 33k | 237.86 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 4.9 | $7.7M | 12k | 665.57 | |
| Amazon (AMZN) | 4.8 | $7.4M | 2.3k | 3259.80 | |
| Coupa Software | 4.3 | $6.7M | 66k | 101.62 | |
| Servicenow (NOW) | 4.3 | $6.7M | 12k | 556.86 | |
| Raymond James Financial (RJF) | 3.9 | $6.1M | 56k | 109.90 | |
| Block Cl A (SQ) | 3.3 | $5.1M | 37k | 135.61 | |
| CoStar (CSGP) | 3.0 | $4.6M | 69k | 66.62 | |
| Zoominfo Technologies Com Cl A (ZI) | 2.5 | $3.9M | 65k | 59.73 | |
| Apollo Global Mgmt (APO) | 2.2 | $3.5M | 56k | 61.99 | |
| FleetCor Technologies | 2.2 | $3.5M | 14k | 249.05 | |
| Intuit (INTU) | 2.1 | $3.3M | 6.8k | 480.79 | |
| Snowflake Cl A (SNOW) | 2.1 | $3.2M | 14k | 229.10 | |
| Farfetch Ord Sh Cl A (FTCHF) | 2.0 | $3.1M | 205k | 15.12 | |
| NCR Corporation (VYX) | 2.0 | $3.0M | 76k | 40.19 | |
| Stoneco Com Cl A (STNE) | 2.0 | $3.0M | 259k | 11.70 | |
| Shopify Cl A (SHOP) | 1.9 | $2.9M | 4.3k | 675.88 | |
| Procore Technologies (PCOR) | 1.7 | $2.6M | 45k | 57.96 | |
| Snap Cl A (SNAP) | 1.6 | $2.5M | 69k | 35.99 | |
| Dragoneer Growth Opt Corp Ii Cl A Shs | 1.6 | $2.4M | 250k | 9.80 | |
| Ribbit Leap Shs Cl A | 1.6 | $2.4M | 246k | 9.87 | |
| Bill Com Holdings Ord (BILL) | 1.5 | $2.3M | 10k | 226.74 | |
| Blend Labs Cl A Call Option (BLND) | 1.5 | $2.3M | 400k | 5.70 | |
| Ceridian Hcm Hldg (DAY) | 1.3 | $2.0M | 29k | 68.35 | |
| Confluent Class A Com (CFLT) | 1.2 | $1.8M | 45k | 40.99 | |
| Sea Sponsord Ads (SE) | 1.1 | $1.7M | 14k | 119.82 | |
| Doordash Cl A (DASH) | 1.1 | $1.7M | 14k | 117.16 | |
| Global E Online SHS (GLBE) | 1.1 | $1.7M | 49k | 33.78 | |
| Coinbase Global Com Cl A (COIN) | 1.1 | $1.6M | 8.7k | 189.82 | |
| Twilio Cl A (TWLO) | 1.0 | $1.5M | 9.3k | 164.79 | |
| Carvana Cl A (CVNA) | 0.8 | $1.3M | 11k | 119.24 | |
| Toast Cl A (TOST) | 0.8 | $1.2M | 57k | 21.73 | |
| Rh (RH) | 0.7 | $1.1M | 3.3k | 326.07 | |
| Ke Hldgs Sponsored Ads Call Option (BEKE) | 0.6 | $866k | 70k | 12.37 |
