$83.8 Million is the total value of Growth Interface Management LLC's 8 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 37.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNOW | Sell | SNOWFLAKE INCcl a | $18,660,200 | -22.1% | 130,000 | -7.8% | 22.26% | +26.1% |
| DDOG | Sell | DATADOG INC | $12,862,500 | -51.7% | 175,000 | -41.7% | 15.34% | -21.8% |
| MDB | Sell | MONGODB INCcl a | $12,794,600 | -19.5% | 65,000 | -18.8% | 15.26% | +30.4% |
| CFLT | Sell | CONFLUENT INC | $12,232,000 | -56.4% | 550,000 | -53.4% | 14.59% | -29.4% |
| NOW | Sell | SERVICENOW INC | $543,578 | -92.8% | 1,400 | -93.0% | 0.65% | -88.4% |
| VEEV | Exit | VEEVA SYS INC | $0 | – | -2,500 | -100.0% | -0.30% | – |
| NIO | Exit | NIO INCspon ads | $0 | – | -430,000 | -100.0% | -5.00% | – |
| TSLA | Exit | TESLA INC | $0 | – | -62,100 | -100.0% | -12.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-03
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.