Q4 2020 Holdings
Filed 2021-02-16 | 13 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| C3 AI Inc(AI) | CL A | 12468P104 | $694.0K | 5,000 | 41.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $255.4K | 78,417 | 15.4% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $191.6K | 536,795 | 11.5% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $142.3K | 2,159,333 | 8.6% |
| CME Group Inc(CME) | COM | 12572Q105 | $111.3K | 611,388 | 6.7% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $80.4K | 1,189,917 | 4.8% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $61.6K | 2,614,907 | 3.7% |
| IAC Interactivecorp New | COM | 44891N109 | $59.9K | 316,124 | 3.6% |
| Snap Inc(SNAP) | CL A | 83304A106 | $38.4K | 766,480 | 2.3% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $19.3K | 1,464,002 | 1.2% |
| Nuance Communications Inc | COM | 67020Y100 | $4.6K | 105,000 | 0.3% |
| Morningstar Inc(MORN) | COM | 617700109 | $3.2K | 13,864 | 0.2% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $289 | 2,000 | 0.0% |