First Growth Investment Manager LP 13F 持仓 · 最近申报 2023年Q2
First Growth Investment Manager 在 2023年Q2（报告期截至 2023-06-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 5,949.20 万美元。前几大持仓：NOW（7.70%）、FIVN（7.55%）、WDAY（7.54%）。本季前 25 大持仓中：新建仓 4 只、增持 10 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NOW | SERVICENOW INC | $4.6M | 7.70% | 8,150 | 减持 |
| 2 | FIVN | FIVE9 INC | $4.5M | 7.55% | 54,500 | 增持 |
| 3 | WDAY | WORKDAY INC | $4.5M | 7.54% | 19,850 | 增持 |
| 4 | PAYC | PAYCOM SOFTWARE INC | $4.5M | 7.51% | 13,900 | 增持 |
| 5 | BL | BLACKLINE INC | $4.3M | 7.28% | 80,500 | 增持 |
| 6 | SHOP | SHOPIFY INC | $4.2M | 7.07% | 65,150 | 增持 |
| 7 | TEAM | ATLASSIAN CORPORATION | $3.4M | 5.74% | 20,350 | 减持 |
| 8 | MELI | MERCADOLIBRE INC | $3.3M | 5.58% | 2,800 | 增持 |
| 9 | PCOR | PROCORE TECHNOLOGIES INC | $3.2M | 5.30% | 48,500 | 增持 |
| 10 | SNOW | SNOWFLAKE INC | $2.9M | 4.84% | 16,350 | 增持 |
| 11 | HUBS | HUBSPOT INC | $2.8M | 4.65% | 5,200 | 增持 |
| 12 | MDB | MONGODB INC | $2.7M | 4.49% | 6,500 | 持平 |
| 13 | ABNB | AIRBNB INC | $2.6M | 4.42% | 20,500 | 减持 |
| 14 | TTD | THE TRADE DESK INC | $2.5M | 4.28% | 33,000 | 增持 |
| 15 | DSGX | DESCARTES SYS GROUP INC | $1.7M | 2.93% | 21,750 | 新建仓 |
| 16 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $1.7M | 2.79% | 61,500 | 减持 |
| 17 | TYL | TYLER TECHNOLOGIES INC | $1.6M | 2.77% | 3,950 | 新建仓 |
| 18 | GTM | ZOOMINFO TECHNOLOGIES INC | $1.5M | 2.60% | 61,000 | 减持 |
| 19 | TEAM | ATLASSIAN CORPORATION | $1.1M | 1.83% | 6,500 | 持平 |
| 20 | ADSK | AUTODESK INC | $1.0M | 1.72% | 5,000 | 减持 |
| 21 | CRM | SALESFORCE INC | $242,949 | 0.41% | 1,150 | 持平 |
| 22 | CRM | SALESFORCE INC | $211,260 | 0.36% | 1,000 | 新建仓 |
| 23 | TWLO | TWILIO INC | $209,946 | 0.35% | 3,300 | 减持 |
| 24 | ZM | ZOOM VIDEO COMMUNICATIONS IN | $67,880 | 0.11% | 1,000 | 减持 |
| 25 | ASAN | ASANA INC | $44,080 | 0.07% | 2,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2023-06-30
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