$471 Million is the total value of Growth Interface Management LLC's 10 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDD | PINDUODUO INCsponsored ads | $74,150,000 | -13.6% | 1,000,000 | 0.0% | 15.74% | -24.0% | |
| TAL | Buy | TAL EDUCATION GROUPsponsored ads | $62,353,000 | +12.6% | 820,000 | +1.2% | 13.23% | -1.0% |
| NOW | SERVICENOW INC | $55,290,000 | +19.7% | 114,000 | 0.0% | 11.73% | +5.3% | |
| OKTA | OKTA INCcl a | $47,047,000 | +6.8% | 220,000 | 0.0% | 9.98% | -6.1% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $46,449,000 | +36.3% | 158,000 | 0.0% | 9.86% | +19.9% | |
| CRM | SALESFORCE COM INC | $44,232,000 | +34.2% | 176,000 | 0.0% | 9.39% | +18.0% | |
| VEEV | VEEVA SYS INC | $42,179,000 | +20.0% | 150,000 | 0.0% | 8.95% | +5.5% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $34,575,000 | +12.7% | 70,500 | 0.0% | 7.34% | -0.9% | |
| WDAY | Buy | WORKDAY INCcl a | $33,560,000 | +42.2% | 156,000 | +23.8% | 7.12% | +25.0% |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $31,392,000 | +18.4% | 190,000 | 0.0% | 6.66% | +4.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-03
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.