Q2 2023 Holdings
Filed 2023-08-09 | 66 holdings | $3.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Synopsys Inc(SNPS) | COM | 871607107 | $47.5K | 13,918 | 1.4% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $47.9K | 179,000 | 1.4% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $47.9K | 79,193 | 1.4% |
| Old Dominion Freight Line in(ODFL) | COM | 679580100 | $48.9K | 16,889 | 1.5% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $49.5K | 26,918 | 1.5% |
| Intuit(INTU) | COM | 461202103 | $50.9K | 14,186 | 1.5% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $58.0K | 18,463 | 1.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $62.3K | 60,983 | 1.9% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $76.4K | 251,439 | 2.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $91.5K | 34,304 | 2.7% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $109.5K | 192,711 | 3.3% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $252.1K | 78,982 | 7.5% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $260.2K | 480,266 | 7.7% |
| Tesla Inc(TSLA) | COM | 88160R101 | $284.9K | 138,900 | 8.5% |
| Apple Inc(AAPL) | COM | 037833100 | $364.8K | 239,971 | 10.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $398.4K | 610,000 | 11.9% |