Q4 2022 Holdings
Filed 2023-02-08 | 3981 holdings | $3.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Technology Inc(ALGN) | COM | 016255101 | $112.7M | 534,290 | 3.6% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $131.5M | 2,579,317 | 4.2% |
| Conocophillips(COP) | COM | 20825C104 | $147.7M | 1,262,204 | 4.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $299.6M | 6,290,459 | 9.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $407.9M | 4,855,360 | 13.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $489.0M | 5,528,775 | 15.8% |