First Growth Capital Management LLC 13F Holdings

CIK 02821031 · San Francisco, CA

As of Dec 31, 2020, First Growth Capital Management LLC reported 25 positions worth 42.5K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TWILIO INCTWLOCommunication Services38,950 3.2K9.25%
DOCUSIGN INCDOCUTechnology58,600 3.0K9.14%
SHOPIFY INCSHOPTechnology9,110 0.3K7.24%
ZOOM COMMUNICATIONS INCZMTechnology30,400 0.3K7.20%
RINGCENTRAL INCRNGTechnology26,700 0.1K7.10%
BLACKLINE INCBLTechnology63,500$8.5K5.95%
AUTODESK INCADSKTechnology24,450$7.5K5.24%
ZENDESK INCZENTechnology50,000$7.2K5.02%
Atlassian Corp PLCTEAMTechnology29,100$6.8K4.78%
AMAZON.COM INCAMZNEquity2,025$6.6K4.63%
FIVE9 INCFIVNTechnology36,600$6.4K4.48%
MAKEMYTRIP LTDMMYTIndustrials213,596$6.3K4.43%
PAYCOM SOFTWARE INCPAYCTechnology12,950$5.9K4.11%
SERVICENOW INCNOWTechnology10,550$5.8K4.08%
WORKDAY INCWDAYTechnology22,850$5.5K3.84%
COUPA SOFTWARE INCCOUPTechnology16,000$5.4K3.81%
ANAPLAN INCPLANTechnology74,000$5.3K3.73%
EVERBRIDGE INCEVBGTechnology30,500$4.5K3.19%
AVALARA INCAVLRTechnology6,750 .1K0.78%
ZOOMINFO TECHNOLOGIES INCGTMTechnology15,500$748.00.53%
AIRBNB INCABNBIndustrials3,500$514.00.36%
HUBSPOT INCHUBSTechnology1,250$496.00.35%
MONGODB INCMDBTechnology1,250$449.00.32%
MERCADOLIBRE INCMELIConsumer Cyclical250$419.00.29%
SALESFORCE INCCRMTechnology1,000$223.00.16%