Q3 2023 Holdings
Filed 2023-11-13 | 5 holdings | $134.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $37.1M | 283,467 | 27.5% |
| Alight Inc(ALIT) | COM CL A | 01626W101 | $36.1M | 5,095,196 | 26.8% |
| Ryanair Hldgs PLC(RYAAY) | SPONSORED ADS | 783513203 | $24.0M | 247,218 | 17.8% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $22.3M | 259,698 | 16.5% |
| Ebay(EBAY) | COM | 278642103 | $15.1M | 343,000 | 11.2% |