Q1 2022 Holdings
Filed 2022-05-16 | 8 holdings | $105.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $29.7K | 45,538 | 28.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $24.4K | 7,473 | 23.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $13.2K | 139,471 | 12.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $12.1K | 4,344 | 11.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $11.1K | 3,977 | 10.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $7.3K | 32,872 | 6.9% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $5.7K | 41,961 | 5.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $2.5K | 11,107 | 2.3% |