Q2 2021 Holdings
Filed 2021-08-12 | 9 holdings | $17.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $17.3M | 76,122 | 99.3% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $28.0K | 43,213 | 0.2% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $21.1K | 121,654 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $20.3K | 5,912 | 0.1% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $14.0K | 124,131 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $12.3K | 35,403 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $11.6K | 4,631 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $8.7K | 37,035 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $8.5K | 3,490 | 0.0% |