Q4 2022 Holdings
Filed 2023-02-15 | 64 holdings | $65.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Insulet Corp.(PODD) | COM | 45784P101 | $12.0K | 40,779 | 0.0% |
| Nvidia Corp.(NVDA) | COM | 67066G104 | $13.2K | 90,068 | 0.0% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $14.2K | 25,778 | 0.0% |
| Microsoft(MSFT) | COM | 594918104 | $15.3K | 63,853 | 0.0% |
| Visa Inc.(V) | COM | 92826C839 | $15.4K | 74,279 | 0.0% |
| Airbnb(ABNB) | COM | 009066101 | $1.1M | 12,991 | 1.7% |
| BellRing Brands(BRBR) | COM | 07831C103 | $3.6M | 139,030 | 5.5% |
| Constellation Brands A(STZ) | COM | 21036P108 | $4.3M | 18,626 | 6.6% |
| Alphabet Inc. Cl(GOOG) | COM | 02079K107 | $5.7M | 64,340 | 8.8% |
| Alphabet Inc. Cl(GOOGL) | COM | 02079K305 | $7.3M | 82,365 | 11.2% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $9.5M | 39,883 | 14.6% |
| Amazon.com, Inc(AMZN) | COM | 023135106 | $10.7M | 127,248 | 16.5% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $11.1M | 24,405 | 17.1% |
| Adobe Systems(ADBE) | COM | 00724F101 | $11.5M | 34,117 | 17.7% |