Q4 2021 Holdings
Filed 2022-02-14 | 70 holdings | $52.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Okta Inc.(OKTA) | COM | 679295105 | $10.0K | 44,593 | 0.0% |
| Alphabet Inc. Cl(GOOG) | COM | 02079K107 | $10.9K | 3,781 | 0.0% |
| Cintas Corp.(CTAS) | COM | 172908105 | $11.4K | 25,667 | 0.0% |
| Insulet Corp.(PODD) | COM | 45784P101 | $11.8K | 44,290 | 0.0% |
| PayPal Holdings(PYPL) | COM | 70450Y103 | $12.1K | 63,962 | 0.0% |
| Illumina Inc.(ILMN) | COM | 452327109 | $12.4K | 32,675 | 0.0% |
| Alphabet Inc. Cl(GOOGL) | COM | 02079K305 | $12.6K | 4,332 | 0.0% |
| Salesforce.com(CRM) | COM | 79466L302 | $14.5K | 57,025 | 0.0% |
| Meta Platforms Cl A(META) | COM | 30303M102 | $14.9K | 44,349 | 0.0% |
| Netflix Inc.(NFLX) | COM | 64110L106 | $16.1K | 26,795 | 0.0% |
| Visa Inc.(V) | COM | 92826C839 | $17.6K | 81,145 | 0.0% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $19.7K | 29,554 | 0.0% |
| Amazon.com, Inc(AMZN) | COM | 023135106 | $23.4K | 7,030 | 0.0% |
| Microsoft(MSFT) | COM | 594918104 | $24.0K | 71,245 | 0.0% |
| Nvidia Corp.(NVDA) | COM | 67066G104 | $30.8K | 104,556 | 0.1% |
| Constellation Brands A(STZ) | COM | 21036P108 | $4.8M | 18,956 | 9.1% |
| Airbnb(ABNB) | COM | 009066101 | $4.9M | 29,630 | 9.4% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $7.2M | 42,359 | 13.7% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $15.0M | 26,452 | 28.7% |
| Adobe Systems(ADBE) | COM | 00724F101 | $20.1M | 35,431 | 38.4% |