$63.2 Million is the total value of First Growth Investment Manager LP's 31 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NOW | SERVICENOW INC | $4,003,000 | -20.6% | 10,600 | 0.0% | 6.33% | -2.8% | |
MMYT | MAKEMYTRIP LIMITED MAURITIUS | $3,604,000 | +19.5% | 117,400 | 0.0% | 5.70% | +46.3% | |
MELI | MERCADOLIBRE INCcall | $1,821,000 | +30.0% | 2,200 | 0.0% | 2.88% | +59.0% | |
MDB | MONGODB INCcl a | $665,000 | -23.5% | 3,350 | 0.0% | 1.05% | -6.3% | |
ZEN | ZENDESK INCcall | $266,000 | +2.7% | 3,500 | 0.0% | 0.42% | +25.7% | |
ZM | ZOOM VIDEO COMMUNICATIONS INcall | $184,000 | -31.9% | 2,500 | 0.0% | 0.29% | -16.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BLACKLINE INC | 11 | Q2 2023 | 10.4% |
SERVICENOW INC | 11 | Q2 2023 | 8.4% |
PAYCOM SOFTWARE INC | 11 | Q2 2023 | 8.0% |
WORKDAY INC | 11 | Q2 2023 | 7.5% |
AUTODESK INC | 11 | Q2 2023 | 7.2% |
TWILIO INC | 11 | Q2 2023 | 9.3% |
FIVE9 INC | 11 | Q2 2023 | 7.6% |
AIRBNB INC | 11 | Q2 2023 | 5.8% |
ZOOMINFO TECHNOLOGIES INC | 11 | Q2 2023 | 4.2% |
MERCADOLIBRE INC | 11 | Q2 2023 | 5.6% |
View First Growth Investment Manager LP's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-08-02 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
13F-HR | 2021-08-16 |
13F-HR | 2021-06-04 |
View First Growth Investment Manager LP'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.