Growth Interface Management LLC Activity Q4 2018-Q3 2023

Q3 2023
 Value Shares↓ Weighting
CFLT SellCONFLUENT INC$13,324,500
-46.1%
450,000
-35.7%
20.83%
+12.2%
MDB SellMONGODB INCcl a$13,142,680
-49.2%
38,000
-39.7%
20.54%
+5.6%
DDOG SellDATADOG INC$10,019,900
-44.0%
110,000
-39.6%
15.66%
+16.4%
SNOW SellSNOWFLAKE INCcl a$7,332,960
-65.3%
48,000
-60.0%
11.46%
-27.7%
TSLA SellTESLA INC$4,754,180
-60.5%
19,000
-58.7%
7.43%
-17.8%
SellAMPLITUDE INC$4,628,000
-29.5%
400,000
-33.0%
7.24%
+46.7%
PDD SellPDD HOLDINGS INCsponsored ads$4,118,940
-43.3%
42,000
-60.0%
6.44%
+18.1%
NOW SellSERVICENOW INC$3,353,760
-60.2%
6,000
-60.0%
5.24%
-17.2%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$3,296,120
-58.4%
38,000
-60.0%
5.15%
-13.4%
NIO ExitNIO INCspon ads$0-130,400-0.95%
Q2 2023
 Value Shares↓ Weighting
MDB NewMONGODB INCcl a$25,892,37063,00019.45%
CFLT NewCONFLUENT INC$24,717,000700,00018.57%
SNOW NewSNOWFLAKE INCcl a$21,117,600120,00015.86%
DDOG NewDATADOG INC$17,905,160182,00013.45%
TSLA NewTESLA INC$12,041,42046,0009.05%
NOW NewSERVICENOW INC$8,429,55015,0006.33%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$7,918,25095,0005.95%
PDD NewPDD HOLDINGS INCsponsored ads$7,259,700105,0005.45%
NewAMPLITUDE INC$6,567,000597,0004.93%
NIO NewNIO INCspon ads$1,263,576130,4000.95%
Q4 2022
 Value Shares↓ Weighting
VEEV ExitVEEVA SYS INC$0-2,500-0.30%
NIO ExitNIO INCspon ads$0-430,000-5.00%
NOW ExitSERVICENOW INC$0-20,000-5.56%
PDD ExitPINDUODUO INCsponsored ads$0-160,000-7.38%
MDB ExitMONGODB INCcl a$0-80,000-11.70%
TSLA ExitTESLA INC$0-62,100-12.13%
SNOW ExitSNOWFLAKE INCcl a$0-141,000-17.65%
DDOG ExitDATADOG INC$0-300,000-19.62%
CFLT ExitCONFLUENT INC$0-1,180,000-20.66%
Q3 2022
 Value Shares↓ Weighting
CFLT BuyCONFLUENT INC$28,049,000
+58.8%
1,180,000
+55.3%
20.66%
+16.6%
DDOG BuyDATADOG INC$26,634,000
+47.2%
300,000
+57.9%
19.62%
+8.0%
SNOW SellSNOWFLAKE INCcl a$23,964,000
+11.2%
141,000
-9.0%
17.65%
-18.4%
TSLA BuyTESLA INC$16,472,000
+6.3%
62,100
+170.0%
12.13%
-21.9%
MDB SellMONGODB INCcl a$15,885,000
-34.9%
80,000
-14.9%
11.70%
-52.2%
PDD NewPINDUODUO INCsponsored ads$10,013,000160,0007.38%
NOW BuySERVICENOW INC$7,552,000
+3073.1%
20,000
+3900.0%
5.56%
+2227.6%
NIO BuyNIO INCspon ads$6,781,000
+397.9%
430,000
+585.6%
5.00%
+265.4%
VEEV BuyVEEVA SYS INC$412,000
+4.0%
2,500
+25.0%
0.30%
-23.7%
OKTA ExitOKTA INCcl a$0-5,000-0.45%
Q2 2022
 Value Shares↓ Weighting
MDB NewMONGODB INCcl a$24,393,00094,00024.48%
SNOW NewSNOWFLAKE INCcl a$21,554,000155,00021.63%
DDOG NewDATADOG INC$18,096,000190,00018.16%
CFLT NewCONFLUENT INC$17,662,000760,00017.72%
TSLA NewTESLA INC$15,489,00023,00015.54%
NIO NewNIO INCspon ads$1,362,00062,7201.37%
OKTA NewOKTA INCcl a$452,0005,0000.45%
VEEV NewVEEVA SYS INC$396,0002,0000.40%
NOW NewSERVICENOW INC$238,0005000.24%
Q4 2021
 Value Shares↓ Weighting
EH ExitEHANG HLDGS LTDads$0-1,000,000-2.63%
PDD ExitPINDUODUO INCsponsored ads$0-475,000-4.74%
NIO ExitNIO INCspon ads$0-2,350,000-9.21%
OKTA ExitOKTA INCcl a$0-357,000-9.32%
MDB ExitMONGODB INCcl a$0-184,000-9.55%
WDAY ExitWORKDAY INCcl a$0-375,000-10.31%
NOW ExitSERVICENOW INC$0-161,000-11.02%
VEEV ExitVEEVA SYS INC$0-370,000-11.73%
TSLA ExitTESLA INC$0-170,000-14.51%
SNOW ExitSNOWFLAKE INCcl a$0-510,000-16.97%
Q3 2021
 Value Shares↓ Weighting
SNOW SellSNOWFLAKE INCcl a$154,239,000
+12.9%
510,000
-9.7%
16.97%
+22.7%
TSLA SellTESLA INC$131,832,000
+13.4%
170,000
-0.6%
14.51%
+23.2%
VEEV BuyVEEVA SYS INC$106,623,000
+23.8%
370,000
+33.6%
11.73%
+34.5%
NOW SellSERVICENOW INC$100,185,000
+0.2%
161,000
-11.5%
11.02%
+8.8%
WDAY BuyWORKDAY INCcl a$93,709,000
+23.4%
375,000
+17.9%
10.31%
+34.1%
MDB NewMONGODB INCcl a$86,758,000184,0009.55%
OKTA SellOKTA INCcl a$84,730,000
-11.2%
357,000
-8.5%
9.32%
-3.5%
NIO SellNIO INCspon ads$83,731,000
-39.9%
2,350,000
-10.3%
9.21%
-34.7%
PDD SellPINDUODUO INCsponsored ads$43,068,000
-58.4%
475,000
-41.7%
4.74%
-54.8%
EH SellEHANG HLDGS LTDads$23,910,000
-75.8%
1,000,000
-56.5%
2.63%
-73.7%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-155,000-3.56%
Q2 2021
 Value Shares↓ Weighting
NIO NewNIO INCspon ads$139,384,0002,620,00014.12%
SNOW NewSNOWFLAKE INCcl a$136,617,000565,00013.84%
TSLA NewTESLA INC$116,229,000171,00011.77%
PDD NewPINDUODUO INCsponsored ads$103,521,000815,00010.48%
NOW NewSERVICENOW INC$100,018,000182,00010.13%
EH NewEHANG HLDGS LTDads$98,900,0002,300,00010.02%
OKTA NewOKTA INCcl a$95,425,000390,0009.66%
VEEV NewVEEVA SYS INC$86,133,000277,0008.72%
WDAY NewWORKDAY INCcl a$75,919,000318,0007.69%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$35,151,000155,0003.56%
Q4 2020
 Value Shares↓ Weighting
TTWO ExitTAKE-TWO INTERACTIVE SOFTWAR$0-190,000-6.66%
WDAY ExitWORKDAY INCcl a$0-156,000-7.12%
ADBE ExitADOBE SYSTEMS INCORPORATED$0-70,500-7.34%
VEEV ExitVEEVA SYS INC$0-150,000-8.95%
CRM ExitSALESFORCE COM INC$0-176,000-9.39%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-158,000-9.86%
OKTA ExitOKTA INCcl a$0-220,000-9.98%
NOW ExitSERVICENOW INC$0-114,000-11.73%
TAL ExitTAL EDUCATION GROUPsponsored ads$0-820,000-13.23%
PDD ExitPINDUODUO INCsponsored ads$0-1,000,000-15.74%
Q3 2020
 Value Shares↓ Weighting
TAL BuyTAL EDUCATION GROUPsponsored ads$62,353,000
+12.6%
820,000
+1.2%
13.23%
-1.0%
WDAY BuyWORKDAY INCcl a$33,560,000
+42.2%
156,000
+23.8%
7.12%
+25.0%
Q2 2020
 Value Shares↓ Weighting
PDD NewPINDUODUO INCsponsored ads$85,840,0001,000,00020.71%
TAL NewTAL EDUCATION GROUPsponsored ads$55,388,000810,00013.36%
NOW NewSERVICENOW INC$46,177,000114,00011.14%
OKTA NewOKTA INCcl a$44,051,000220,00010.63%
VEEV NewVEEVA SYS INC$35,163,000150,0008.48%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$34,081,000158,0008.22%
CRM NewSALESFORCE COM INC$32,970,000176,0007.95%
ADBE NewADOBE INC$30,689,00070,5007.40%
TTWO NewTAKE-TWO INTERACTIVE SOFTWAR$26,518,000190,0006.40%
WDAY NewWORKDAY INCcl a$23,607,000126,0005.70%
Q4 2019
 Value Shares↓ Weighting
AMZN ExitAMAZON COM INC$0-7,900-6.05%
TTWO ExitTAKE-TWO INTERACTIVE SOFTWAR$0-150,000-8.30%
ADBE ExitADOBE INC$0-68,500-8.35%
WDAY ExitWORKDAY INCcl a$0-121,000-9.08%
OKTA ExitOKTA INCcl a$0-214,000-9.30%
CRM ExitSALESFORCE COM INC$0-160,000-10.48%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-152,000-11.22%
NOW ExitSERVICENOW INC$0-106,000-11.88%
PDD ExitPINDUODUO INCsponsored ads$0-890,000-12.66%
TAL ExitTAL EDUCATION GROUPsponsored ads$0-840,000-12.69%
Q3 2019
 Value Shares↓ Weighting
TAL BuyTAL EDUCATION GROUPsponsored ads$28,762,000
+20.8%
840,000
+34.4%
12.69%
-8.8%
PDD BuyPINDUODUO INCsponsored ads$28,676,000
+87.8%
890,000
+20.3%
12.66%
+41.8%
NOW BuySERVICENOW INC$26,908,000
+48.5%
106,000
+60.6%
11.88%
+12.1%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$25,419,000
+10.3%
152,000
+11.8%
11.22%
-16.7%
CRM BuySALESFORCE COM INC$23,750,000
+49.1%
160,000
+52.4%
10.48%
+12.6%
OKTA BuyOKTA INCcl a$21,070,000
+16.0%
214,000
+45.6%
9.30%
-12.4%
WDAY BuyWORKDAY INCcl a$20,565,000
+40.9%
121,000
+70.4%
9.08%
+6.4%
ADBE BuyADOBE INC$18,923,000
+32.4%
68,500
+41.2%
8.35%
-0.0%
TTWO BuyTAKE-TWO INTERACTIVE SOFTWAR$18,801,000
+35.7%
150,000
+23.0%
8.30%
+2.5%
AMZN BuyAMAZON COM INC$13,714,000
-2.1%
7,900
+6.8%
6.05%
-26.1%
Q2 2019
 Value Shares↓ Weighting
TAL NewTAL EDUCATION GROUPsponsored ads$23,813,000625,00013.92%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$23,045,000136,00013.47%
OKTA NewOKTA INCcl a$18,156,000147,00010.61%
NOW NewSERVICENOW INC$18,122,00066,00010.59%
CRM NewSALESFORCE COM INC$15,932,000105,0009.31%
PDD NewPINDUODUO INCsponsored ads$15,266,000740,0008.92%
WDAY NewWORKDAY INCcl a$14,596,00071,0008.53%
ADBE NewADOBE INC$14,291,00048,5008.35%
AMZN NewAMAZON COM INC$14,013,0007,4008.19%
TTWO NewTAKE-TWO INTERACTIVE SOFTWAR$13,851,000122,0008.10%

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