Q4 2019 Holdings
Filed 2020-02-10 | 60 holdings | $24.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastercard Inc(MA) | CL A | 57636Q104 | $8.5K | 28,309 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.7K | 55,035 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $10.9K | 57,811 | 0.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $839.0K | 17,494 | 3.4% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $1.2M | 161,000 | 4.9% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $2.2M | 7,415 | 8.9% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $3.7M | 19,515 | 15.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $4.3M | 13,000 | 17.5% |
| Autodesk Inc(ADSK) | COM | 052769106 | $5.9M | 32,315 | 24.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $6.2M | 29,360 | 25.4% |