Q3 2021 Holdings
Filed 2021-11-01 | 57 holdings | $33.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $13.3K | 64,018 | 0.0% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $2.3M | 33,128 | 6.7% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $3.1M | 6,866 | 9.2% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $5.6M | 54,020 | 16.6% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $7.2M | 12,538 | 21.5% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $7.4M | 35,271 | 22.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $7.8M | 27,383 | 23.3% |