$954 Million is the total value of Growth Interface Management LLC's 9 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | Sell | TESLA INC | $177,011,000 | +34.3% | 167,500 | -1.5% | 18.56% | +27.9% |
| SNOW | Buy | SNOWFLAKE INCcl a | $174,456,000 | +13.1% | 515,000 | +1.0% | 18.29% | +7.8% |
| NOW | Buy | SERVICENOW INC | $110,349,000 | +10.1% | 170,000 | +5.6% | 11.57% | +5.0% |
| MDB | Buy | MONGODB INCcl a | $108,517,000 | +25.1% | 205,000 | +11.4% | 11.38% | +19.2% |
| VEEV | Buy | VEEVA SYS INC | $97,338,000 | -8.7% | 381,000 | +3.0% | 10.21% | -13.0% |
| WDAY | Sell | WORKDAY INCcl a | $96,706,000 | +3.2% | 354,000 | -5.6% | 10.14% | -1.7% |
| NIO | Buy | NIO INCspon ads | $91,872,000 | +9.7% | 2,900,000 | +23.4% | 9.63% | +4.5% |
| OKTA | Buy | OKTA INCcl a | $90,789,000 | +7.2% | 405,000 | +13.4% | 9.52% | +2.1% |
| EH | Sell | EHANG HLDGS LTDads | $6,714,000 | -71.9% | 450,000 | -55.0% | 0.70% | -73.2% |
| PDD | Exit | PINDUODUO INCsponsored ads | $0 | – | -475,000 | -100.0% | -4.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-04
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.