Growth Interface Management LLC
- SEC CIK
- 0001728718
- Latest filing
- Nov 4, 2024
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 3, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 8
- −1 vs. Q3 2022
- Portfolio value
- $83.8M
- −$51.9M (−38.3%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNOWSnowflake Inc. | Stock | 130,000 | $18.7M | 22.3% | −11,000−7.8% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 165,000 | $13.5M | 16.1% | +5,000+3.1% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 175,000 | $12.9M | 15.3% | −125,000−41.7% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 65,000 | $12.8M | 15.3% | −15,000−18.8% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 550,000 | $12.2M | 14.6% | −630,000−53.4% | Reduced | History |
| XPEVXpeng Inc. | ADS | 765,000 | $7.60M | 9.1% | +765,000 | New | History |
| AMPLAmplitude, Inc. | Stock | 470,000 | $5.68M | 6.8% | +470,000 | New | History |
| NOWServiceNow, Inc. | Stock | 1,400 | $543.6K | 0.6% | −18,600−93.0% | Reduced | History |
Sold out since Q3 2022 (3)
Positions held at the end of Q3 2022 that are gone from this filing.