Q1 2021 Holdings
Filed 2025-07-11 | 5 holdings | $222.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Trupanion Inc(TRUP) | COM | 898202106 | $112.6M | 1,477,493 | 50.7% |
| Essent Group LTD(ESNT) | COM | G3198U102 | $79.1M | 1,666,374 | 35.6% |
| Ishares TR(HYBB) | BB RAT CORP BD | 46435U473 | $20.6M | 400,000 | 9.3% |
| Universal INS Hldgs Inc(UVE) | COM | 91359V107 | $8.4M | 583,771 | 3.8% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $1.5M | 8,130 | 0.7% |