Q4 2020 Holdings
Filed 2021-02-10 | 58 holdings | $36.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $12.7K | 57,186 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $14.5K | 109,167 | 0.0% |
| Appian Corp(APPN) | CL A | 03782L101 | $1.6M | 10,000 | 4.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $2.6M | 6,845 | 7.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $3.0M | 32,500 | 8.3% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $7.9M | 15,713 | 21.8% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $8.7M | 39,882 | 24.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $12.1M | 39,560 | 33.5% |