Q4 2021 Holdings
Filed 2022-02-15 | 107 holdings | $115.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $1.8M | 15,162 | 1.5% |
| ARK Innovation ETF(ARKK) | COM | 00214Q104 | $2.1M | 21,735 | 1.8% |
| Adobe Systems(ADBE) | COM | 00724F101 | $4.9M | 8,675 | 4.3% |
| Chegg Inc.(CHGG) | COM | 163092109 | $14.8M | 482,730 | 12.8% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $22.8M | 288,652 | 19.7% |
| Cavco Industries, Inc.(CVCO) | COM | 149568107 | $28.3M | 89,021 | 24.4% |
| Axon Enterprise, Inc.(AXON) | COM | 05464C101 | $39.9M | 254,297 | 34.5% |