First Growth Investment Manager as of Sept. 30, 2022
Portfolio Holdings for First Growth Investment Manager
First Growth Investment Manager holds 24 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Atlassian Corp Cl A | 8.8 | $5.6M | 26k | 210.61 | |
| Airbnb Com Cl A (ABNB) | 8.5 | $5.4M | 51k | 105.02 | |
| Paycom Software (PAYC) | 7.3 | $4.6M | 14k | 329.96 | |
| Autodesk (ADSK) | 7.0 | $4.5M | 24k | 186.79 | |
| Blackline (BL) | 6.6 | $4.2M | 70k | 59.90 | |
| Servicenow (NOW) | 6.3 | $4.0M | 11k | 377.64 | |
| Five9 (FIVN) | 5.9 | $3.7M | 50k | 74.98 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 5.7 | $3.6M | 117k | 30.70 | |
| Workday Cl A (WDAY) | 5.4 | $3.4M | 22k | 152.22 | |
| Amazon (AMZN) | 5.0 | $3.2M | 28k | 113.00 | |
| MercadoLibre Call Option (MELI) | 4.3 | $2.7M | 3.3k | 827.73 | |
| Docusign (DOCU) | 3.8 | $2.4M | 45k | 53.47 | |
| Zoom Video Communications In Cl A (ZM) | 3.8 | $2.4M | 32k | 73.58 | |
| Zoominfo Technologies Common Stock (ZI) | 3.6 | $2.3M | 55k | 41.65 | |
| Twilio Cl A (TWLO) | 3.4 | $2.1M | 31k | 69.14 | |
| Everbridge, Inc. Cmn (EVBG) | 3.1 | $1.9M | 63k | 30.87 | |
| Shopify Cl A (SHOP) | 3.0 | $1.9M | 71k | 26.94 | |
| Coupa Software | 2.1 | $1.4M | 23k | 58.79 | |
| Procore Technologies (PCOR) | 1.4 | $915k | 19k | 49.46 | |
| Hubspot (HUBS) | 1.3 | $810k | 3.0k | 270.00 | |
| Ringcentral Cl A Call Option (RNG) | 1.1 | $690k | 17k | 40.00 | |
| Snowflake Cl A (SNOW) | 1.1 | $680k | 4.0k | 170.00 | |
| Mongodb Cl A (MDB) | 1.1 | $665k | 3.4k | 198.51 | |
| Zendesk Call Option | 0.4 | $266k | 3.5k | 76.00 |
