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First Growth Investment Manager Lp

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$59.49M
# of Holdings
27
Performance Rank
N/A
Allocation (Top 20)
N/A

First Growth Investment Manager Lp Holdings Map

Top 21 First Growth Investment Manager Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NOW
SERVICENOW INC
7.7%8.2K$4.6M
-19.31%(-1.95K)
2022-Q3: 10.6K shares2022-Q4: 9.0K shares2023-Q1: 10.1K shares2023-Q2: 8.2K shares2023-06-30
FIVN
FIVE9 INC
7.55%54.5K$4.5M
+46.31%(+17.25K)
2022-Q3: 50.0K shares2022-Q4: 29.5K shares2023-Q1: 37.3K shares2023-Q2: 54.5K shares2023-06-30
WDAY
WORKDAY INC
7.54%19.9K$4.5M
+1.53%(+300)
2022-Q3: 22.3K shares2022-Q4: 17.0K shares2023-Q1: 19.6K shares2023-Q2: 19.9K shares2023-06-30
PAYC
PAYCOM SOFTWARE INC
7.51%13.9K$4.5M
+0.36%(+50)
2022-Q3: 14.0K shares2022-Q4: 11.8K shares2023-Q1: 13.8K shares2023-Q2: 13.9K shares2023-06-30
BL
BLACKLINE INC
7.28%80.5K$4.3M
+2.55%(+2.00K)
2022-Q3: 70.1K shares2022-Q4: 71.0K shares2023-Q1: 78.5K shares2023-Q2: 80.5K shares2023-06-30
SHOP
SHOPIFY INC
7.07%65.2K$4.2M
+3.58%(+2.25K)
2022-Q3: 71.0K shares2022-Q4: 53.5K shares2023-Q1: 62.9K shares2023-Q2: 65.2K shares2023-06-30
TEAM
ATLASSIAN CORPORATION
5.74%20.4K$3.4M
-3.55%(-750)
2022-Q4: 17.4K shares2023-Q1: 21.1K shares2023-Q2: 20.4K shares2023-06-30
MELI
MERCADOLIBRE INC
5.58%2.8K$3.3M
+93.10%(+1.35K)
2022-Q3: 3.3K shares2022-Q4: 1.1K shares2023-Q1: 1.4K shares2023-Q2: 2.8K shares2023-06-30
PCOR
PROCORE TECHNOLOGIES INC
5.3%48.5K$3.2M
+59.02%(+18.00K)
2022-Q3: 18.5K shares2022-Q4: 22.0K shares2023-Q1: 30.5K shares2023-Q2: 48.5K shares2023-06-30
SNOW
SNOWFLAKE INC
4.84%16.4K$2.9M
+1.55%(+250)
2022-Q3: 4.0K shares2022-Q4: 5.7K shares2023-Q1: 16.1K shares2023-Q2: 16.4K shares2023-06-30

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