SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
41.1%
Top 10 weight
95.5%
Voting Authority Distribution
Total shares with voting rights: 985.87K
Full voting authority
985.87K
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IMPINJ INCSOLE | COM | 37.45K | SH | $5.36M 15.09% | 37.45K | 0.00 | 0.00 |
SITIME CORPSOLE | COM | 7.12K | SH | $5.31M 14.93% | 7.12K | 0.00 | 0.00 |
EVERQUOTE INCSOLE | COM CL A | 165.09K | SH | $3.93M 11.05% | 165.09K | 0.00 | 0.00 |
KORNIT DIGITAL LTDSOLE | SHS | 217.40K | SH | $3.53M 9.94% | 217.40K | 0.00 | 0.00 |
INTERDIGITAL INCSOLE | COM | 11.20K | SH | $3.17M 8.92% | 11.20K | 0.00 | 0.00 |
FABRINET SHSSOLE | COM | 5.36K | SH | $3.01M 8.48% | 5.36K | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 366.75K | SH | $2.81M 7.89% | 366.75K | 0.00 | 0.00 |
ELASTIC NVSOLE | COM | 46.51K | SH | $2.65M 7.46% | 46.51K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 12K | SH | $2.48M 6.97% | 12K | 0.00 | 0.00 |
AMBIQ MICRO INCSOLE | COMMON STOCK | 19.23K | SH | $1.70M 4.78% | 19.23K | 0.00 | 0.00 |
HARMONICSOLE | COM | 97.75K | SH | $1.60M 4.49% | 97.75K | 0.00 | 0.00 |