Q2 2020 Holdings
Filed 2020-08-05 | 96 holdings | $18.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $10.7M | 24,469 | 57.8% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $4.0M | 75,866 | 21.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $2.1M | 21,731 | 11.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $916.0K | 19,641 | 5.0% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $335.0K | 3,500 | 1.8% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $225.0K | 4,155 | 1.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $12.5K | 61,432 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $9.5K | 3,445 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $8.2K | 5,804 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $7.6K | 20,709 | 0.0% |
| Kirkland Lake Gold LTD(KL) | COM | 49741E100 | $7.3K | 175,929 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $6.7K | 17,763 | 0.0% |
| Msci Inc(MSCI) | COM | 55354G100 | $4.2K | 12,722 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $3.9K | 22,682 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $3.9K | 28,227 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $3.8K | 13,261 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $3.8K | 35,780 | 0.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $3.8K | 36,252 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $3.6K | 5,825 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $3.5K | 15,486 | 0.0% |
| Epam SYS Inc(EPAM) | COM | 29414B104 | $3.4K | 13,532 | 0.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $3.4K | 64,874 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $3.1K | 10,538 | 0.0% |
| Booz Allen Hamilton Hldg COR(BAH) | CL A | 099502106 | $3.0K | 38,419 | 0.0% |
| Vipshop Holdings Limited(VIPS) | SPONSORED ADS A | 92763W103 | $3.0K | 149,936 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $2.9K | 8,051 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $2.7K | 29,146 | 0.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $2.6K | 71,263 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $2.6K | 4,791 | 0.0% |
| Proshares TR(BIB) | PSHS ULT NASB | 74347R214 | $2.6K | 35,885 | 0.0% |
| Price T Rowe Group Inc(TROW) | COM | 74144T108 | $2.5K | 19,931 | 0.0% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $2.5K | 12,869 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $2.4K | 17,676 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.4K | 12,225 | 0.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $2.3K | 244,819 | 0.0% |
| Kansas City Southern | COM NEW | 485170302 | $2.3K | 15,469 | 0.0% |
| QTS Rlty TR Inc(QTS) | COM CL A | 74736A103 | $2.3K | 35,876 | 0.0% |
| Equinox Gold Corp(EQX) | COM | 29446Y502 | $2.2K | 199,900 | 0.0% |
| Nortonlifelock Inc(GEN) | COM | 668771108 | $2.2K | 111,731 | 0.0% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $2.2K | 16,147 | 0.0% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $2.2K | 44,619 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $2.1K | 24,675 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $2.1K | 17,510 | 0.0% |
| Quanta Svcs Inc(PWR) | COM | 74762E102 | $2.0K | 51,322 | 0.0% |
| Fiserv Inc(FISV) | COM | 337738108 | $2.0K | 20,214 | 0.0% |
| Davita Inc(DVA) | COM | 23918K108 | $1.9K | 24,312 | 0.0% |
| Hain Celestial Group Inc(HAIN) | COM | 405217100 | $1.8K | 57,410 | 0.0% |
| Proshares TR(ROM) | PSHS ULTRA TECH | 74347R693 | $1.8K | 9,410 | 0.0% |
| Proshares TR(SSO) | PSHS ULT S&P 500 | 74347R107 | $1.7K | 13,920 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.7K | 6,635 | 0.0% |