Q3 2021 Holdings
Filed 2021-11-15 | 9 holdings | $256.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Keurig DR Pepper Inc(KDP) | COM | 49271V100 | $79.1K | 2,315,010 | 30.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $49.4K | 222,000 | 19.3% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $38.1K | 159,000 | 14.9% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $36.2K | 283,500 | 14.1% |
| CME Group Inc(CME) | COM | 12572Q105 | $23.3K | 120,500 | 9.1% |
| Ribbit Leap LTD | UNIT | G7552B121 | $15.5K | 1,500,000 | 6.1% |
| Panacea Acquisition Corp II | CL A | G6882C106 | $8.8K | 900,000 | 3.4% |
| Novagold RES Inc(NG) | COM NEW | 66987E206 | $4.5K | 656,971 | 1.8% |
| Hippo Holdings Inc | COMMON STOCK | 433539103 | $1.3K | 287,968 | 0.5% |