# First Growth Capital Management LLC

> Institutional holdings reported to the SEC as of Q4 2020 on Form 13F. CIK 1830236. Source: https://holderbook.com/funds/1830236-first-growth-capital-management-llc/

- Reported value: $142.5M
- Positions: 25
- Weight of the ten largest: 65.6%
- Filed: 2021-02-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $13.2M | 38,950 | 9.3% | 1 |
| DOCUSIGN INC | [DOCU](https://holderbook.com/stocks/DOCU/) | $13.0M | 58,600 | 9.1% | 1 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $10.3M | 9,110 | 7.2% | 1 |
| ZOOM COMMUNICATIONS INC | [ZM](https://holderbook.com/stocks/ZM/) | $10.3M | 30,400 | 7.2% | 1 |
| RINGCENTRAL INC | [RNG](https://holderbook.com/stocks/RNG/) | $10.1M | 26,700 | 7.1% | 1 |
| BLACKLINE INC | [BL](https://holderbook.com/stocks/BL/) | $8.5M | 63,500 | 5.9% | 1 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $7.5M | 24,450 | 5.2% | 1 |
| ZENDESK INC | [ZEN](https://holderbook.com/stocks/ZEN/) | $7.2M | 50,000 | 5.0% | 1 |
| ATLASSIAN CORP PLC | [TEAMXXXX](https://holderbook.com/stocks/TEAMXXXX/) | $6.8M | 29,100 | 4.8% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $6.6M | 2,025 | 4.6% | 1 |
| FIVE9 INC | [FIVN](https://holderbook.com/stocks/FIVN/) | $6.4M | 36,600 | 4.5% | 1 |
| MAKEMYTRIP LIMITED MAURITIUS | [MMYT](https://holderbook.com/stocks/MMYT/) | $6.3M | 213,596 | 4.4% | 1 |
| PAYCOM SOFTWARE INC | [PAYC](https://holderbook.com/stocks/PAYC/) | $5.9M | 12,950 | 4.1% | 1 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $5.8M | 10,550 | 4.1% | 1 |
| WORKDAY INC | [WDAY](https://holderbook.com/stocks/WDAY/) | $5.5M | 22,850 | 3.8% | 1 |
| COUPA SOFTWARE INC | [COUP](https://holderbook.com/stocks/COUP/) | $5.4M | 16,000 | 3.8% | 1 |
| ANAPLAN INC | [PLAN](https://holderbook.com/stocks/PLAN/) | $5.3M | 74,000 | 3.7% | 1 |
| EVERBRIDGE INC | [EVBG](https://holderbook.com/stocks/EVBG/) | $4.5M | 30,500 | 3.2% | 1 |
| AVALARA INC | [AVLR](https://holderbook.com/stocks/AVLR/) | $1.1M | 6,750 | 0.8% | 1 |
| ZOOMINFO TECHNOLOGIES INC | [GTM](https://holderbook.com/stocks/GTM/) | $748.0K | 15,500 | 0.5% | 1 |
| AIRBNB INC | [ABNB](https://holderbook.com/stocks/ABNB/) | $514.0K | 3,500 | 0.4% | 1 |
| HUBSPOT INC | [HUBS](https://holderbook.com/stocks/HUBS/) | $496.0K | 1,250 | 0.3% | 1 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $449.0K | 1,250 | 0.3% | 1 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $419.0K | 250 | 0.3% | 1 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $223.0K | 1,000 | 0.2% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q4 2020 | $142.5M | 25 |