$593 Million is the total value of Growth Interface Management LLC's 10 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDD | PINDUODUO INCsponsored ads | $177,670,000 | +139.6% | 1,000,000 | 0.0% | 29.96% | +90.4% | |
| NOW | SERVICENOW INC | $62,749,000 | +13.5% | 114,000 | 0.0% | 10.58% | -9.8% | |
| TAL | TAL EDUCATION GROUPsponsored ads | $58,638,000 | -6.0% | 820,000 | 0.0% | 9.89% | -25.3% | |
| OKTA | Buy | OKTA INCcl a | $57,463,000 | +22.1% | 226,000 | +2.7% | 9.69% | -3.0% |
| VEEV | Buy | VEEVA SYS INC | $42,743,000 | +1.3% | 157,000 | +4.7% | 7.21% | -19.5% |
| CRM | Buy | SALESFORCE COM INC | $40,723,000 | -7.9% | 183,000 | +4.0% | 6.87% | -26.9% |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $39,480,000 | +25.8% | 190,000 | 0.0% | 6.66% | -0.1% | |
| WDAY | Buy | WORKDAY INCcl a | $39,296,000 | +17.1% | 164,000 | +5.1% | 6.62% | -7.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $39,099,000 | -15.8% | 168,000 | +6.3% | 6.59% | -33.1% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $35,258,000 | +2.0% | 70,500 | 0.0% | 5.94% | -19.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-02
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.