RE: Lest we Forget8 Nov 2021 16:59
I’m sure the reason they had an Institutional Investor update last week @ HQ was to update that community on their investments. Been around many cloud startups like this & most big VCs don’t release all their investment early on …. Look at those who held Salesforce, Workday, Amazon, ServiceNow, Okta, Crowdstrike etc
Take Crowdstrike - investors pre IPO we’re Alphabet aka Google (many rounds) include Telstra, March Capital Partners, Rackspace, Accel Partners and Warburg Pincus.
Since IPO in 2019 & 2 years on many new funds jumped in
The Vanguard Group, Inc. 5.73% 11,796,662 2,899,383,586 -1,483,917 -11.17%
Jennison Associates LLC 4.33% 8,903,544 2,188,313,044 +2,892,008 +48.11%
BlackRock Fund Advisors 3.82% 7,853,640 1,930,267,639 -186,709 -2.32%
Tiger Global Management LLC 3.66% 7,537,000 1,852,443,860 0 0.00%
T. Rowe Price Associates, Inc. (I... 2.74% 5,633,381 1,384,572,382 -997,865 -15.05%
Allianz Global Investors U.S. LLC 1.97% 4,049,561 995,301,103 +507,549 +14.33%
SSgA Funds Management, Inc. 1.82% 3,744,332 920,281,919 +552,456 +17.31%
Capital Research & Management Co.... 1.66% 3,411,139 838,389,743 +274,102 +8.74%
Matrix Capital Management Co. LP 1.46% 3,000,000 737,340,000 0 0.00%
Whale Rock Capital Management LLC 1.43%
Vanguard Total Stock Market Index... 2.74% 5,633,354 1,384,565,746 +7,571 +0.13%
Vanguard Extended Market Index Fu... 1.40% 2,878,640 707,512,139 -6,118 -0.21%
Harbor Capital Appreciation Fund 1.35% 2,770,341 680,894,411 +382,226 +16.01%
Invesco QQQ Trust 1.27% 2,617,469 643,321,531 +3,060 +0.12%
American Funds Growth Fund of Ame... 1.27% 2,607,015 640,752,147 -221,152 -7.82%
Vanguard Growth Index Fund 0.75% 1,552,937 381,680,856 +5,628 +0.36%
Government Pension Fund - Global ... 0.70% 1,435,772 352,884,042 +1,435,772 --
Morgan Stanley Instl. Fund-Growth... 0.57% 1,170,349 287,648,377 +1,170,349 --
First Trust NASDAQ Cybersecurity ... 0.52% 1,072,650 263,635,917 0 0.00%
Fidelity Extended Market Index Fu... 0.49% 1,006,179 247,298,675 -70,963 -6.59%
Crowdstrike had its dips on the way up but the line since IPO trends in one direction as more IIs jumped in
Same with all the other tech cloud and/or security companies