Q1 2021 Holdings
Filed 2021-05-13 | 64 holdings | $85.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $30.3K | 919,294 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $33.9K | 532,722 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $68.6K | 33,237 | 0.1% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $82.8K | 517,578 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $129.5K | 1,468,643 | 0.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $133.5K | 346 | 0.2% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $614.0K | 115,602 | 0.7% |
| Cellectis S A(CLLS) | SPON ADS | 15117K103 | $1.0M | 50,907 | 1.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $2.3M | 30,953 | 2.7% |
| Boeing Co(BA) | COM | 097023105 | $6.1M | 23,932 | 7.1% |
| Conocophillips(COP) | COM | 20825C104 | $8.1M | 152,565 | 9.5% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $15.6M | 739,953 | 18.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $17.9M | 50,746 | 21.0% |
| Corteva Inc(CTVA) | COM | 22052L104 | $32.8M | 704,352 | 38.5% |