First Growth Investment Manager LP 13F Holdings
CIK 0001859691 · SAN FRANCISCO, CA
As of Jun 30, 2023, First Growth Investment Manager LP reported 27 positions worth $59.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SERVICENOW INC | NOW | Technology | 8,150 | $4.6M | 7.70% |
| FIVE9 INC | FIVN | Technology | 54,500 | $4.5M | 7.55% |
| WORKDAY INC | WDAY | Technology | 19,850 | $4.5M | 7.54% |
| PAYCOM SOFTWARE INC | PAYC | Technology | 13,900 | $4.5M | 7.51% |
| BLACKLINE INC | BL | Technology | 80,500 | $4.3M | 7.28% |
| SHOPIFY INC | SHOP | Technology | 65,150 | $4.2M | 7.07% |
| ATLASSIAN CORP | TEAM | Technology | 20,350 | $3.4M | 5.74% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 2,800 | $3.3M | 5.58% |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 48,500 | $3.2M | 5.30% |
| SNOWFLAKE INC | SNOW | Technology | 16,350 | $2.9M | 4.84% |
| HUBSPOT INC | HUBS | Technology | 5,200 | $2.8M | 4.65% |
| MONGODB INC | MDB | Technology | 6,500 | $2.7M | 4.49% |
| AIRBNB INC | ABNB | Industrials | 20,500 | $2.6M | 4.42% |
| TRADE DESK INC | TTD | Technology | 33,000 | $2.5M | 4.28% |
| DESCARTES SYSTEMS GROUP INC | DSGX | Technology | 21,750 |