Growth Interface Management LLC
- SEC CIK
- 0001728718
- Latest filing
- Nov 4, 2024
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 11, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 9
- +1 vs. Q4 2022
- Portfolio value
- $100.2M
- +$16.4M (+19.5%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNOWSnowflake Inc. | Stock | 127,000 | $19.6M | 19.6% | −3,000−2.3% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 682,000 | $16.4M | 16.4% | +132,000+24.0% | Added | History |
| MDBMongoDB, Inc. | CL A | 68,000 | $15.9M | 15.8% | +3,000+4.6% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 194,000 | $14.1M | 14.1% | +19,000+10.9% | Added | History |
| TSLATesla, Inc. | Stock | 50,000 | $10.4M | 10.4% | +50,000 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 95,000 | $9.71M | 9.7% | +95,000 | New | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 110,000 | $8.35M | 8.3% | −55,000−33.3% | Reduced | History |
| AMPLAmplitude, Inc. | Stock | 450,000 | $5.60M | 5.6% | −20,000−4.3% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 500 | $232.4K | 0.2% | −900−64.3% | Reduced | History |
Sold out since Q4 2022 (1)
Positions held at the end of Q4 2022 that are gone from this filing.