$987 Million is the total value of Growth Interface Management LLC's 10 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NIO | Buy | NIO INCspon ads | $139,384,000 | +62.5% | 2,620,000 | +19.1% | 14.12% | +27.2% |
| SNOW | Buy | SNOWFLAKE INCcl a | $136,617,000 | +112.8% | 565,000 | +101.8% | 13.84% | +66.5% |
| TSLA | Buy | TESLA INC | $116,229,000 | +34.6% | 171,000 | +32.3% | 11.77% | +5.3% |
| PDD | Buy | PINDUODUO INCsponsored ads | $103,521,000 | +9.7% | 815,000 | +15.6% | 10.48% | -14.2% |
| NOW | Buy | SERVICENOW INC | $100,018,000 | +13.0% | 182,000 | +2.8% | 10.13% | -11.6% |
| EH | Buy | EHANG HLDGS LTDads | $98,900,000 | +44.3% | 2,300,000 | +24.3% | 10.02% | +12.9% |
| OKTA | Buy | OKTA INCcl a | $95,425,000 | +13.9% | 390,000 | +2.6% | 9.66% | -10.9% |
| VEEV | Sell | VEEVA SYS INC | $86,133,000 | +5.0% | 277,000 | -11.8% | 8.72% | -17.8% |
| WDAY | Buy | WORKDAY INCcl a | $75,919,000 | +8.4% | 318,000 | +12.8% | 7.69% | -15.2% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $35,151,000 | -28.2% | 155,000 | -28.2% | 3.56% | -43.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-29
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.