Growth Interface Management LLC
- SEC CIK
- 0001728718
- Latest filing
- Nov 4, 2024
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 9
- −1 vs. Q2 2023
- Portfolio value
- $64.0M
- −$69.1M (−51.9%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CFLTConfluent, Inc. | CLASS A COM | 450,000 | $13.3M | 20.8% | −250,000−35.7% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 38,000 | $13.1M | 20.5% | −25,000−39.7% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 110,000 | $10.0M | 15.7% | −72,000−39.6% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 48,000 | $7.33M | 11.5% | −72,000−60.0% | Reduced | History |
| TSLATesla, Inc. | Stock | 19,000 | $4.75M | 7.4% | −27,000−58.7% | Reduced | History |
| AMPLAmplitude, Inc. | Stock | 400,000 | $4.63M | 7.2% | −197,000−33.0% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 42,000 | $4.12M | 6.4% | −63,000−60.0% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 6,000 | $3.35M | 5.2% | −9,000−60.0% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 38,000 | $3.30M | 5.2% | −57,000−60.0% | Reduced | History |
Sold out since Q2 2023 (1)
Positions held at the end of Q2 2023 that are gone from this filing.