First Growth Capital Management LLC 13F 持仓 · 最近申报 2020年Q4
First Growth Capital Management 在 2020年Q4（报告期截至 2020-12-31）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 1.42 亿美元。前几大持仓：TWLO（9.25%）、DOCU（9.14%）、SHOP（7.24%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TWLO | TWILIO INC | $13.2M | 9.25% | 38,950 | 新建仓 |
| 2 | DOCU | DOCUSIGN INC | $13.0M | 9.14% | 58,600 | 新建仓 |
| 3 | SHOP | SHOPIFY INC | $10.3M | 7.24% | 9,110 | 新建仓 |
| 4 | ZM | ZOOM VIDEO COMMUNICATIONS IN | $10.3M | 7.20% | 30,400 | 新建仓 |
| 5 | RNG | RINGCENTRAL INC | $10.1M | 7.10% | 26,700 | 新建仓 |
| 6 | BL | BLACKLINE INC | $8.5M | 5.95% | 63,500 | 新建仓 |
| 7 | ADSK | AUTODESK INC | $7.5M | 5.24% | 24,450 | 新建仓 |
| 8 | ZEN | ZENDESK INC | $7.2M | 5.02% | 50,000 | 新建仓 |
| 9 | TEAM | ATLASSIAN CORP PLC-CLASS A | $6.8M | 4.78% | 29,100 | 新建仓 |
| 10 | AMZN | AMAZON COM INC | $6.6M | 4.63% | 2,025 | 新建仓 |
| 11 | FIVN | FIVE9 INC | $6.4M | 4.48% | 36,600 | 新建仓 |
| 12 | MMYT | MAKEMYTRIP LTD | $6.3M | 4.43% | 213,596 | 新建仓 |
| 13 | PAYC | PAYCOM SOFTWARE INC | $5.9M | 4.11% | 12,950 | 新建仓 |
| 14 | NOW | SERVICENOW INC | $5.8M | 4.08% | 10,550 | 新建仓 |
| 15 | WDAY | WORKDAY INC | $5.5M | 3.84% | 22,850 | 新建仓 |
| 16 | COUP | COUPA SOFTWARE INC | $5.4M | 3.81% | 16,000 | 新建仓 |
| 17 | PLAN | ANAPLAN INC | $5.3M | 3.73% | 74,000 | 新建仓 |
| 18 | EVBG | EVERBRIDGE INC | $4.5M | 3.19% | 30,500 | 新建仓 |
| 19 | AVLR | AVALARA INC | $1.1M | 0.78% | 6,750 | 新建仓 |
| 20 | GTM | ZOOMINFO TECHNOLOGIES INC | $748,000 | 0.53% | 15,500 | 新建仓 |
| 21 | ABNB | AIRBNB INC | $514,000 | 0.36% | 3,500 | 新建仓 |
| 22 | HUBS | HUBSPOT INC | $496,000 | 0.35% | 1,250 | 新建仓 |
| 23 | MDB | MONGODB INC | $449,000 | 0.32% | 1,250 | 新建仓 |
| 24 | MELI | MERCADOLIBRE INC | $419,000 | 0.29% | 250 | 新建仓 |
| 25 | CRM | SALESFORCE COM INC | $223,000 | 0.16% | 1,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2020-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR