$133 Million is the total value of Growth Interface Management LLC's 10 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDB | Sell | MONGODB INCcl a | $25,892,370 | +63.3% | 63,000 | -7.4% | 19.45% | +23.0% |
| CFLT | Buy | CONFLUENT INC | $24,717,000 | +50.6% | 700,000 | +2.6% | 18.57% | +13.4% |
| SNOW | Sell | SNOWFLAKE INCcl a | $21,117,600 | +7.8% | 120,000 | -5.5% | 15.86% | -18.9% |
| DDOG | Sell | DATADOG INC | $17,905,160 | +27.0% | 182,000 | -6.2% | 13.45% | -4.4% |
| TSLA | Sell | TESLA INC | $12,041,420 | +16.1% | 46,000 | -8.0% | 9.05% | -12.6% |
| NOW | Buy | SERVICENOW INC | $8,429,550 | +3527.8% | 15,000 | +2900.0% | 6.33% | +2629.7% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $7,918,250 | -18.4% | 95,000 | 0.0% | 5.95% | -38.6% | |
| PDD | Sell | PDD HOLDINGS INCsponsored ads | $7,259,700 | -13.0% | 105,000 | -4.5% | 5.45% | -34.5% |
| Buy | AMPLITUDE INC | $6,567,000 | +17.3% | 597,000 | +32.7% | 4.93% | -11.7% | |
| NIO | New | NIO INCspon ads | $1,263,576 | – | 130,400 | +100.0% | 0.95% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-09
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.