First Growth Investment Manager LP Portfolio Holdings by Sector
First Growth Investment Manager LP
- $54.6 Million
- Q2 2023
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
NOW WDAY PAYC BL SHOP PCOR SNOW HUBS 14 stocks |
$39,614
72.57% of portfolio
|
10
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
FIVN MDB 2 stocks |
$7,164
13.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB MMYT 2 stocks |
$4,286
7.85% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
MELI 1 stocks |
$3,316
6.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
TWLO 1 stocks |
$209
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|