First Growth Investment Manager as of March 31, 2023
Portfolio Holdings for First Growth Investment Manager
First Growth Investment Manager holds 23 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackline (BL) | 9.5 | $5.3M | 79k | 67.15 | |
| Servicenow (NOW) | 8.4 | $4.7M | 10k | 464.72 | |
| Paycom Software (PAYC) | 7.6 | $4.2M | 14k | 304.01 | |
| Workday Cl A (WDAY) | 7.3 | $4.0M | 20k | 206.54 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 7.1 | $4.0M | 162k | 24.47 | |
| Atlassian Corporation Cl A (TEAM) | 6.5 | $3.6M | 21k | 171.17 | |
| Autodesk (ADSK) | 5.5 | $3.0M | 15k | 208.16 | |
| Shopify Cl A (SHOP) | 5.4 | $3.0M | 63k | 47.94 | |
| Airbnb Com Cl A (ABNB) | 5.2 | $2.9M | 23k | 124.40 | |
| Five9 (FIVN) | 4.8 | $2.7M | 37k | 72.29 | |
| Snowflake Cl A (SNOW) | 4.5 | $2.5M | 16k | 154.29 | |
| Zoom Video Communications In Cl A (ZM) | 4.2 | $2.3M | 32k | 73.84 | |
| Hubspot (HUBS) | 3.6 | $2.0M | 4.7k | 428.75 | |
| Zoominfo Technologies Common Stock (ZI) | 3.5 | $1.9M | 78k | 24.71 | |
| MercadoLibre (MELI) | 3.4 | $1.9M | 1.5k | 1318.06 | |
| Procore Technologies (PCOR) | 3.4 | $1.9M | 31k | 62.63 | |
| Mongodb Cl A (MDB) | 2.7 | $1.5M | 6.5k | 233.12 | |
| Atlassian Corporation Call Call Option | 2.0 | $1.1M | 6.5k | 171.17 | |
| Twilio Cl A (TWLO) | 1.7 | $950k | 14k | 66.63 | |
| The Trade Desk Com Cl A (TTD) | 1.5 | $838k | 14k | 60.91 | |
| Twilio Call Call Option | 1.4 | $766k | 12k | 66.63 | |
| Zoom Video Communications In Call Call Option | 0.5 | $258k | 3.5k | 73.84 | |
| salesforce (CRM) | 0.4 | $230k | 1.2k | 199.78 |
