First Growth Investment Manager as of Dec. 31, 2020
Portfolio Holdings for First Growth Investment Manager
First Growth Investment Manager holds 25 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 9.3 | $13M | 39k | 338.51 | |
| Docusign (DOCU) | 9.1 | $13M | 59k | 222.30 | |
| Shopify Cl A (SHOP) | 7.2 | $10M | 9.1k | 1131.94 | |
| Zoom Video Communications In Cl A (ZM) | 7.2 | $10M | 30k | 337.34 | |
| Ringcentral Cl A (RNG) | 7.1 | $10M | 27k | 378.95 | |
| Blackline (BL) | 5.9 | $8.5M | 64k | 133.39 | |
| Autodesk (ADSK) | 5.2 | $7.5M | 25k | 305.36 | |
| Zendesk | 5.0 | $7.2M | 50k | 143.12 | |
| Atlassian Corp Cl A | 4.8 | $6.8M | 29k | 233.88 | |
| Amazon (AMZN) | 4.6 | $6.6M | 2.0k | 3256.79 | |
| Five9 (FIVN) | 4.5 | $6.4M | 37k | 174.40 | |
| Makemytrip Limited Mauritius Call | 4.4 | $6.3M | 214k | 29.53 | |
| Paycom Software (PAYC) | 4.1 | $5.9M | 13k | 452.28 | |
| Servicenow (NOW) | 4.1 | $5.8M | 11k | 550.43 | |
| Workday Cl A (WDAY) | 3.8 | $5.5M | 23k | 239.61 | |
| Coupa Software | 3.8 | $5.4M | 16k | 338.94 | |
| Anaplan | 3.7 | $5.3M | 74k | 71.85 | |
| Everbridge, Inc. Cmn (EVBG) | 3.2 | $4.5M | 31k | 149.08 | |
| Avalara | 0.8 | $1.1M | 6.8k | 164.89 | |
| Zoominfo Technologies Com Cl A (ZI) | 0.5 | $748k | 16k | 48.26 | |
| Airbnb Com Cl A (ABNB) | 0.4 | $514k | 3.5k | 146.86 | |
| Hubspot (HUBS) | 0.3 | $496k | 1.3k | 396.80 | |
| Mongodb Cl A (MDB) | 0.3 | $449k | 1.3k | 359.20 | |
| MercadoLibre (MELI) | 0.3 | $419k | 250.00 | 1676.00 | |
| salesforce (CRM) | 0.2 | $223k | 1.0k | 223.00 |
