FG

First Growth Investment Manager LP

13F
First Growth Investment Manager LP
Last update 2023-08-02 27 Stocks (2 new)
Value $59.00 Mil Turnover 16 %
Countries:
Top Holdings: NOW(7.70%)FIVN(7.55%)WDAY(7.54%)PAYC(7.51%)BL(7.28%)
Summary Stock Picks Current Portfolio
First Growth Investment Manage... Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NOW
ServiceNow Inc
8,150
4,580.1
-19.31%
7.700
-1.63%
0.000
+24.77%
-9.12%
199,570.2
Software
FIVN
Five9 Inc
54,500
4,493.5
+46.31%
7.550
+2.39%
0.080
+20.70%
-33.71%
2,054.8
Software
WDAY
Workday Inc
19,850
4,483.9
+1.53%
7.540
+0.11%
0.010
+5.45%
-9.68%
62,132.9
Software
PAYC
Paycom Software Inc
13,900
4,465.2
+0.36%
7.510
+0.03%
0.020
+6.06%
+12.43%
12,867.8
Software
BL
BlackLine Inc
80,500
4,332.5
+2.55%
7.280
+0.18%
0.130
+27.27%
-6.91%
3,524.8
Software
SHOP
Shopify Inc
65,150
4,208.7
+3.58%
7.070
+0.24%
0.010
+51.91%
+19.51%
164,661.5
Software
TEAM
Atlassian Corp
20,350
3,414.9
-3.55%
5.740
-0.23%
0.010
-3.89%
-19.94%
51,151.9
Software
MELI
MercadoLibre Inc
2,800
3,316.9
+93.10%
5.580
+2.69%
0.010
+14.97%
+41.94%
122,361.7
Retail - Cyclical
PCOR
Procore Technologies Inc
48,500
3,155.9
+59.02%
5.300
+1.97%
0.030
+27.04%
-1.07%
11,057.9
Software
SNOW
Snowflake Inc
16,350
2,877.3
+1.55%
4.840
+0.07%
0.010
+51.22%
+40.46%
72,367.1
Software

First Growth Investment Manager LP's Historical Top Holdings Breakdowns

First Growth Investment Manager LP Total Holding History ($B)

To

First Growth Investment Manager LP's Asset Allocation

To

First Growth Investment Manager LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

First Growth Investment Manager LP's Hypothetical Growth since 2023-06-30

First Growth Investment Manager LP's Yearly Returns

Year Portfolio % % Excess Gain %

First Growth Investment Manager LP's Holdings Heat Map

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First Growth Investment Manager LP's Holdings Bubble Chart

First Growth Investment Manager LP News

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