Q3 2019 Holdings
Filed 2019-11-12 | 60 holdings | $21.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $7.4K | 52,895 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $7.7K | 28,189 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $9.8K | 56,701 | 0.0% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $329.0K | 70,000 | 1.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $780.0K | 15,778 | 3.6% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.8M | 6,415 | 8.5% |
| Adobe Inc(ADBE) | COM | 00724F101 | $3.7M | 13,500 | 17.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $4.4M | 26,225 | 20.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $4.9M | 32,925 | 22.3% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $5.7M | 27,434 | 26.1% |