Q3 2022 Holdings
Filed 2022-11-14 | 3 holdings | $119.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $71.9M | 1,300,000 | 60.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $47.8M | 500,000 | 39.9% |
| Ferguson PLC New(FERG) | SHS | G3421J106 | $38.6K | 375,000 | 0.0% |