Q3 2023 Holdings
Filed 2023-11-14 | 4 holdings | $210.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $62.8M | 480,000 | 29.8% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $58.0M | 920,000 | 27.5% |
| Ferguson PLC New(FERG) | SHS | G3421J106 | $49.3M | 300,000 | 23.4% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $40.5M | 88,000 | 19.2% |