StockDriftsStockDriftsTop 21 First Growth Investment Manager Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | 7.7% | 8.2K | $4.6M | -19.31%(-1.95K) | — | 2023-06-30 | |
| FIVN | FIVE9 INC | 7.55% | 54.5K | $4.5M | +46.31%(+17.25K) | — | 2023-06-30 | |
| WDAY | WORKDAY INC | 7.54% | 19.9K | $4.5M | +1.53%(+300) | — | 2023-06-30 | |
| PAYC | PAYCOM SOFTWARE INC | 7.51% | 13.9K | $4.5M | +0.36%(+50) | — | 2023-06-30 | |
| BL | BLACKLINE INC | 7.28% | 80.5K | $4.3M | +2.55%(+2.00K) | — | 2023-06-30 | |
| SHOP | SHOPIFY INC | 7.07% | 65.2K | $4.2M | +3.58%(+2.25K) | — | 2023-06-30 | |
| TEAM | ATLASSIAN CORPORATION | 5.74% | 20.4K | $3.4M | -3.55%(-750) | — | 2023-06-30 | |
| MELI | MERCADOLIBRE INC | 5.58% | 2.8K | $3.3M | +93.10%(+1.35K) | — | 2023-06-30 | |
| PCOR | PROCORE TECHNOLOGIES INC | 5.3% | 48.5K | $3.2M | +59.02%(+18.00K) | — | 2023-06-30 | |
| SNOW | SNOWFLAKE INC | 4.84% | 16.4K | $2.9M | +1.55%(+250) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
First Growth Investment Manager Lp reports $59.49M in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are NOW (7.7%), FIVN (7.5%) and WDAY (7.5%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Growth Investment Manager Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1859691). View First Growth Investment Manager Lp’s 13F filings on SEC