First Growth Investment Manager LP

13F Portfolio Filings

Latest 13F report
Q2 2023 - Aug 2, 2023
Value $
$59.5M
Signature - Title
Nicolas Boullet - Chief Compliance Officer
Location
101 A Clay Street, #258, San Francisco, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2023 27 $59.5M +$10M -$7.53M +$2.5M NOW, FIVN, WDAY, PAYC, BL 13F-HR 8/2/2023, 01:19 PM
Q1 2023 23 $55.7M +$12.6M -$1.9M +$10.7M BL, NOW, PAYC, WDAY, MMYT 13F-HR 5/11/2023, 12:37 PM
Q4 2022 30 $45.8M +$9.88M -$13.4M -$3.53M BL, PAYC, NOW, ADSK, WDAY 13F-HR 2/13/2023, 03:03 PM
Q3 2022 31 $63.2M +$836K -$9.24M -$8.4M TEAMXXXX, PAYC, ADSK, BL, NOW 13F-HR 11/14/2022, 03:22 PM
Q2 2022 32 $77.4M +$15.1M -$14.5M +$566K NOW, TEAMXXXX, BL, ZM, ADSK 13F-HR 8/12/2022, 02:58 PM
Q1 2022 33 $137M +$21.9M -$67.2M -$45.3M ABNB, ABNB, TWLO, DOCU, AMZN 13F-HR 5/13/2022, 12:35 PM
Q4 2021 24 $182M +$5.67M -$13M -$7.36M ABNB, TWLO, DOCU, NOW, ABNB 13F-HR 2/14/2022, 08:49 AM
Q3 2021 26 $159M +$6.66M $0 +$6.66M DOCU, SHOP, TWLO, TEAMXXXX, ZM 13F-HR 11/15/2021, 12:01 PM
Q2 2021 24 $156M +$14.7M -$5.96M +$8.7M DOCU, TWLO, SHOP, ZM, RNG 13F-HR 8/16/2021, 11:49 AM
Q1 2021 25 $130M +$7.79M -$111K +$7.68M TWLO, DOCU, SHOP, ZM, RNG 13F-HR 5/17/2021, 12:10 PM
Q4 2020 25 $136M TWLO, DOCU, SHOP, ZM, RNG 13F-HR 6/4/2021, 12:40 PM