Q1 2019 Holdings
Filed 2019-05-14 | 104 holdings | $223.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $3.2M | 25,054 | 1.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $10.9M | 60,000 | 4.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $76.5M | 2,997,123 | 34.3% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $125.0M | 2,316,000 | 56.0% |