Q4 2021 Holdings
Filed 2022-02-14 | 8 holdings | $112.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $29.0K | 45,538 | 25.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $22.4K | 6,704 | 19.9% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $15.8K | 139,471 | 14.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $11.7K | 4,054 | 10.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $10.1K | 3,490 | 9.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $8.0K | 37,035 | 7.1% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $7.7K | 47,829 | 6.9% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $7.7K | 22,765 | 6.8% |