First Growth Investment Manager as of June 30, 2022
Portfolio Holdings for First Growth Investment Manager
First Growth Investment Manager holds 25 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Airbnb Com Cl A (ABNB) | 8.1 | $6.2M | 70k | 89.08 | |
| Servicenow (NOW) | 6.5 | $5.0M | 11k | 475.57 | |
| Atlassian Corp Cl A | 6.5 | $5.0M | 27k | 187.40 | |
| Blackline (BL) | 6.0 | $4.6M | 70k | 66.60 | |
| Zoom Video Communications In Cl A (ZM) | 6.0 | $4.6M | 43k | 107.98 | |
| Five9 (FIVN) | 5.8 | $4.5M | 49k | 91.13 | |
| Zendesk | 5.8 | $4.5M | 60k | 74.08 | |
| Autodesk (ADSK) | 5.4 | $4.2M | 24k | 171.97 | |
| Paycom Software (PAYC) | 5.3 | $4.1M | 15k | 280.13 | |
| Twilio Cl A (TWLO) | 5.0 | $3.9M | 46k | 83.81 | |
| Docusign (DOCU) | 4.5 | $3.5M | 61k | 57.38 | |
| Workday Cl A (WDAY) | 4.3 | $3.4M | 24k | 139.59 | |
| Zoominfo Technologies Common Stock (ZI) | 4.1 | $3.1M | 95k | 33.24 | |
| Amazon (AMZN) | 4.0 | $3.1M | 29k | 106.21 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 3.9 | $3.0M | 117k | 25.68 | |
| Everbridge, Inc. Cmn Call Option (EVBG) | 3.0 | $2.3M | 84k | 27.93 | |
| Shopify Cl A (SHOP) | 3.0 | $2.3M | 75k | 31.23 | |
| MercadoLibre (MELI) | 2.8 | $2.2M | 3.5k | 636.80 | |
| Ringcentral Cl A (RNG) | 2.4 | $1.9M | 36k | 52.26 | |
| Avalara | 1.7 | $1.3M | 19k | 70.59 | |
| Coupa Software | 1.7 | $1.3M | 23k | 57.12 | |
| Procore Technologies (PCOR) | 1.2 | $953k | 21k | 45.38 | |
| Hubspot (HUBS) | 1.1 | $872k | 2.9k | 300.69 | |
| Mongodb Cl A (MDB) | 1.1 | $869k | 3.4k | 259.40 | |
| Snowflake Cl A (SNOW) | 0.9 | $695k | 5.0k | 139.00 |
