First Growth Investment Manager LP

13F Portfolio Filings

Most recent 13F
Q2 2023
Location
San Francisco, CA
CIK
0001859691
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2023 27 59,492 NOW, FIVN, WDAY, PAYC 13F-HR 8/2/2023 000142050623001356
Q1 2023 23 55,678 BL, NOW, PAYC, WDAY 13F-HR 5/11/2023 000142050623000960
Q4 2022 30 45,839 BL, PAYC, NOW, ADSK 13F-HR 2/13/2023 000142050623000460
Q3 2022 31 63,229 TEAM.MX, PAYC, ADSK, BL 13F-HR 11/14/2022 000142050622002310
Q2 2022 32 77,366 NOW, TEAM.MX, BL, ZM 13F-HR 8/12/2022 000142050622001567
Q1 2022 33 137,293 ABNB calls, ABNB, TWLO, DOCU 13F-HR 5/13/2022 000142050622000902
Q4 2021 28 194,071 ABNB calls, TWLO, DOCU, NOW 13F-HR 2/14/2022 000142050622000381
Q3 2021 32 274,607 ABNB calls, DOCU, DBX calls, SHOP 13F-HR 11/15/2021 000142050621001665
Q2 2021 30 273,688 ABNB calls, DOCU, TWLO, SHOP 13F-HR 8/16/2021 000142050621001217
Q1 2021 43 292,557 WDAY puts, TWLO puts, DOCU puts, TWLO 13F-HR 5/17/2021 000142050621000742
Q4 2020 25 142,468 TWLO, DOCU, SHOP, ZM 13F-HR 6/4/2021 000142050621000828