First Growth Investment Manager LP Portfolio Holdings

First Growth Investment Manager LP

  • $54.6 Million
  • Q2 2023

First Growth Investment Manager LP has filed its 13F form on August 02, 2023 for Q2 2023 where it was disclosed a total value porftolio of $54.6 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $4.58M, Five9, Inc. with a value of $4.49M, Workday, Inc. with a value of $4.48M, Paycom Software, Inc. with a value of $4.47M, and Blackline, Inc. with a value of $4.33M.

Examining the 13F form we can see an increase of $4.67M in the current position value, from $49.9M to 54.6M.

First Growth Investment Manager LP is based out at San Francisco, CA

Below you can find more details about First Growth Investment Manager LP portfolio as well as his latest detailed transactions.

Portfolio value $54.6 Million
Technology: $46.8 Million
Consumer Cyclical: $7.6 Million
Communication Services: $209,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $54.6 Million
  • Prior Value $49.9 Million
  • Filing
  • Period Q2 2023
  • Filing Date August 02, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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