Q1 2023 Holdings
Filed 2023-05-15 | 4 holdings | $213.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $80.2M | 1,300,000 | 37.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $51.9M | 500,000 | 24.3% |
| Ferguson PLC New(FERG) | SHS | G3421J106 | $43.3M | 324,100 | 20.3% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $38.4M | 88,000 | 18.0% |