$100 Million is the total value of Growth Interface Management LLC's 9 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 37.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNOW | Sell | SNOWFLAKE INCcl a | $19,594,830 | +5.0% | 127,000 | -2.3% | 19.55% | -12.2% |
| CFLT | Buy | CONFLUENT INC | $16,415,740 | +34.2% | 682,000 | +24.0% | 16.38% | +12.3% |
| MDB | Buy | MONGODB INCcl a | $15,852,160 | +23.9% | 68,000 | +4.6% | 15.82% | +3.6% |
| DDOG | Buy | DATADOG INC | $14,096,040 | +9.6% | 194,000 | +10.9% | 14.06% | -8.3% |
| TSLA | New | TESLA INC | $10,373,000 | – | 50,000 | +100.0% | 10.35% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $9,707,100 | – | 95,000 | +100.0% | 9.69% | – |
| PDD | Sell | PDD HOLDINGS INCsponsored ads | $8,349,000 | -38.0% | 110,000 | -33.3% | 8.33% | -48.1% |
| Sell | AMPLITUDE INC | $5,598,000 | -1.4% | 450,000 | -4.3% | 5.59% | -17.5% | |
| NOW | Sell | SERVICENOW INC | $232,360 | -57.3% | 500 | -64.3% | 0.23% | -64.2% |
| XPEV | Exit | XPENG INCads | $0 | – | -765,000 | -100.0% | -9.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-11
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.