Q2 2023 Holdings
Filed 2023-08-14 | 4 holdings | $77.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $24.3M | 27,149 | 31.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $22.5M | 172,582 | 29.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $17.8M | 52,262 | 23.1% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $12.5M | 164,389 | 16.2% |