$280 Million is the total value of Growth Interface Management LLC's 10 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TAL | TAL EDUCATION GROUPsponsored ads | $43,141,000 | +10.5% | 810,000 | 0.0% | 15.43% | +4.7% | |
| PDD | Buy | PINDUODUO INCsponsored ads | $36,030,000 | +3.6% | 1,000,000 | +8.7% | 12.88% | -1.9% |
| NOW | Sell | SERVICENOW INC | $32,670,000 | -0.2% | 114,000 | -1.7% | 11.68% | -5.5% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $30,728,000 | -4.7% | 158,000 | +3.9% | 10.99% | -9.7% |
| OKTA | Buy | OKTA INCcl a | $26,897,000 | +6.9% | 220,000 | +0.9% | 9.62% | +1.3% |
| CRM | Buy | SALESFORCE COM INC | $25,340,000 | -5.6% | 176,000 | +6.7% | 9.06% | -10.6% |
| VEEV | New | VEEVA SYS INC | $23,456,000 | – | 150,000 | +100.0% | 8.39% | – |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWAR | $22,536,000 | +16.5% | 190,000 | +20.3% | 8.06% | +10.4% |
| ADBE | Sell | ADOBE INC | $22,436,000 | -7.4% | 70,500 | -4.1% | 8.02% | -12.3% |
| WDAY | Buy | WORKDAY INCcl a | $16,408,000 | -9.3% | 126,000 | +14.5% | 5.87% | -14.1% |
| AMZN | Exit | AMAZON COM INC | $0 | – | -6,700 | -100.0% | -4.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SERVICENOW INC | 20 | Q3 2023 | 14.4% |
| PINDUODUO INC | 15 | Q3 2023 | 30.0% |
| OKTA INC | 15 | Q2 2022 | 10.8% |
| ALIBABA GROUP HLDG LTD | 14 | Q3 2023 | 16.6% |
| WORKDAY INC | 14 | Q1 2022 | 10.8% |
| SNOWFLAKE INC | 11 | Q3 2023 | 22.3% |
| VEEVA SYS INC | 11 | Q3 2022 | 11.7% |
| TESLA INC | 10 | Q3 2023 | 21.1% |
| MONGODB INC | 9 | Q3 2023 | 24.5% |
| TAL EDUCATION GROUP | 9 | Q4 2020 | 15.4% |
View Growth Interface Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-04 |
| 13F-HR | 2021-10-29 |
View Growth Interface Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.