Q4 2021 Holdings
Filed 2022-02-10 | 55 holdings | $40.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chewy Inc(CHWY) | CL A | 16679L109 | $4.0M | 68,668 | 10.1% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $6.6M | 11,653 | 16.4% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $7.8M | 54,085 | 19.4% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $8.8M | 34,871 | 21.8% |
| Autodesk Inc(ADSK) | COM | 052769106 | $8.9M | 31,780 | 22.2% |