Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NCINO INC | $66.2M | 4419945 | 30.08% |
| 2 | MESA LABS INC | $35.9M | 405583 | 16.29% |
| 3 | ALKAMI TECHNOLOGY INC | $28.2M | 1799216 | 12.81% |
| 4 | CORPAY INC | $25.7M | 88295 | 11.67% |
| 5 | TYLER TECHNOLOGIES INC | $20.6M | 60309 | 9.38% |
| 6 | I3 VERTICALS INC | $18.3M | 819625 | 8.32% |
| 7 | PROCORE TECHNOLOGIES INC | $11.9M | 209186 | 5.42% |
| 8 | TRANSDIGM GROUP INC | $7.5M | 6478 | 3.41% |
| 9 | VEEVA SYS INC | $5.8M | 32909 | 2.63% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.