$414 Million is the total value of Growth Interface Management LLC's 10 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDD | PINDUODUO INCsponsored ads | $85,840,000 | +138.2% | 1,000,000 | 0.0% | 20.71% | +60.7% | |
| TAL | TAL EDUCATION GROUPsponsored ads | $55,388,000 | +28.4% | 810,000 | 0.0% | 13.36% | -13.4% | |
| NOW | SERVICENOW INC | $46,177,000 | +41.3% | 114,000 | 0.0% | 11.14% | -4.6% | |
| OKTA | OKTA INCcl a | $44,051,000 | +63.8% | 220,000 | 0.0% | 10.63% | +10.5% | |
| VEEV | VEEVA SYS INC | $35,163,000 | +49.9% | 150,000 | 0.0% | 8.48% | +1.1% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $34,081,000 | +10.9% | 158,000 | 0.0% | 8.22% | -25.2% | |
| CRM | SALESFORCE COM INC | $32,970,000 | +30.1% | 176,000 | 0.0% | 7.95% | -12.2% | |
| ADBE | ADOBE INC | $30,689,000 | +36.8% | 70,500 | 0.0% | 7.40% | -7.7% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $26,518,000 | +17.7% | 190,000 | 0.0% | 6.40% | -20.6% | |
| WDAY | WORKDAY INCcl a | $23,607,000 | +43.9% | 126,000 | 0.0% | 5.70% | -2.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-07
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.