Q1 2020 Holdings
Filed 2020-05-15 | 56 holdings | $41.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $1.0M | 23,824 | 2.4% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $1.0M | 12,336 | 2.5% |
| Corteva Inc(CTVA) | COM | 22052L104 | $7.4M | 315,978 | 17.8% |
| Adobe Inc(ADBE) | COM | 00724F101 | $8.1M | 25,459 | 19.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $8.5M | 43,848 | 20.4% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $12.9M | 29,480 | 30.8% |