Q1 2022 Holdings
Filed 2022-04-21 | 167 holdings | $11.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $5.8K | 16,525 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.5K | 21,167 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $7.2K | 2,208 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $15.0K | 86,146 | 0.1% |
| Accuray Inc(ARAY) | COM | 004397105 | $40.0K | 12,000 | 0.4% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $486.0K | 4,060 | 4.3% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $538.0K | 3,135 | 4.7% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $552.0K | 4,005 | 4.8% |
| Boeing Co(BA) | COM | 097023105 | $668.0K | 3,487 | 5.9% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $696.0K | 3,667 | 6.1% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $895.0K | 1,964 | 7.9% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $965.0K | 1,675 | 8.5% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $984.0K | 8,998 | 8.6% |
| Carmax Inc(KMX) | COM | 143130102 | $1.4M | 14,475 | 12.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.6M | 9,827 | 14.0% |
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $2.4M | 74,051 | 21.1% |