Q4 2019 Holdings
Filed 2020-02-14 | 67 holdings | $83.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Workday Inc(WDAY) | CL A | 98138H101 | $6.5K | 39,660 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $7.6K | 26,843 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $9.8K | 181,613 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $11.3K | 89,346 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $14.4K | 88,452 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $20.4K | 108,347 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $20.6K | 15,398 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $20.8K | 69,690 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $21.5K | 104,664 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $23.1K | 102,133 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $23.4K | 122,588 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $38.2K | 20,653 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $42.1K | 267,165 | 0.1% |
| Carmax Inc(KMX) | COM | 143130102 | $2.6M | 29,623 | 3.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $17.4M | 52,849 | 20.9% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $23.0M | 47,330 | 27.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $40.0M | 188,736 | 48.0% |