Q4 2021 Holdings
Filed 2024-05-20 | 11 holdings | $104.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $67.8M | 23,400 | 64.6% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $13.7M | 10,190 | 13.1% |
| Waldencast Acquisition Corp | Unit 03/11/2026 | G9460C126 | $10.4M | 1,000,000 | 9.9% |
| Nike Inc(NKE) | CL B | 654106103 | $2.5M | 15,280 | 2.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $2.5M | 8,430 | 2.4% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $2.3M | 79,750 | 2.2% |
| International Flavors & Fragra(IFF) | COM | 459506101 | $2.1M | 14,240 | 2.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.3M | 6,140 | 1.3% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $1.2M | 303,100 | 1.1% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $654.2K | 14,100 | 0.6% |
| Disney Walt Co(DIS) | COM | 254687106 | $321.4K | 2,075 | 0.3% |