本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Hunt Lane Capital LP (CIK 1661191) reported $39.6M across 10 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: AMZN ($6.2M, 15.71%), WDAY ($6.1M, 15.39%), SMAR ($5.2M, 13.03%), CRM ($5.0M, 12.72%), XYZ ($4.9M, 12.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $6.2M | 15.71% | 55,000 | Trimmed |
| 2 | WDAY | WORKDAY INC | $6.1M | 15.39% | 40,000 | Trimmed |
| 3 | SMAR | SMARTSHEET INC | $5.2M | 13.03% | 150,000 | Trimmed |
| 4 | CRM | SALESFORCE INC | $5.0M | 12.72% | 35,000 | Added |
| 5 | XYZ | BLOCK INC | $4.9M | 12.51% | 90,000 | Trimmed |
| 6 | ESTC | ELASTIC N V | $3.9M | 9.97% | 55,000 | Trimmed |
| 7 | HUBS | HUBSPOT INC | $2.6M | 6.49% | 9,500 | Trimmed |
| 8 | MELI | MERCADOLIBRE INC | $2.5M | 6.28% | 3,000 | Trimmed |
| 9 | TWLO | TWILIO INC | $2.1M | 5.24% | 30,000 | Trimmed |
| 10 | ABNB | AIRBNB INC | $1.1M | 2.65% | 10,000 | Trimmed |
| 11 | CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | Exited |
| 12 | MDB | MONGODB INC | $0 | 0.00% | 0 | Exited |
| 13 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
| 14 | RNG | RINGCENTRAL INC | $0 | 0.00% | 0 | Exited |
| 15 | SNAP | SNAP INC | $0 | 0.00% | 0 | Exited |
| 16 | ZEN | ZENDESK INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2022-09-30