$393 Million is the total value of Growth Interface Management LLC's 10 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | Sell | TESLA INC | $82,975,000 | -53.1% | 77,000 | -54.0% | 21.09% | +13.7% |
| SNOW | Sell | SNOWFLAKE INCcl a | $66,448,000 | -61.9% | 290,000 | -43.7% | 16.89% | -7.7% |
| CFLT | New | CONFLUENT INC | $58,220,000 | – | 1,420,000 | +100.0% | 14.80% | – |
| NOW | Sell | SERVICENOW INC | $56,803,000 | -48.5% | 102,000 | -40.0% | 14.44% | +24.8% |
| MDB | Sell | MONGODB INCcl a | $52,787,000 | -51.4% | 119,000 | -42.0% | 13.42% | +17.9% |
| NIO | Sell | NIO INCspon ads | $35,785,000 | -61.0% | 1,700,000 | -41.4% | 9.10% | -5.6% |
| VEEV | Sell | VEEVA SYS INC | $19,121,000 | -80.4% | 90,000 | -76.4% | 4.86% | -52.4% |
| OKTA | Sell | OKTA INCcl a | $12,832,000 | -85.9% | 85,000 | -79.0% | 3.26% | -65.7% |
| EH | Sell | EHANG HLDGS LTDads | $4,796,000 | -28.6% | 400,000 | -11.1% | 1.22% | +73.2% |
| WDAY | Sell | WORKDAY INCcl a | $3,592,000 | -96.3% | 15,000 | -95.8% | 0.91% | -91.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
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.