Q2 2023 Holdings
Filed 2023-08-14 | 4 holdings | $212.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $62.1M | 950,000 | 29.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $57.5M | 480,000 | 27.0% |
| Ferguson PLC New(FERG) | SHS | G3421J106 | $47.2M | 300,000 | 22.2% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $45.7M | 90,000 | 21.5% |