Q1 2021 Holdings
Filed 2021-05-17 | 16 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $242.6K | 78,417 | 21.5% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $190.5K | 535,141 | 16.9% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $159.4K | 2,152,821 | 14.1% |
| CME Group Inc(CME) | COM | 12572Q105 | $128.3K | 628,138 | 11.4% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $81.5K | 1,189,917 | 7.2% |
| IAC Interactivecorp New | COM | 44891N109 | $68.4K | 316,124 | 6.1% |
| Qualtrics Intl Inc | COM CL A | 747601201 | $66.4K | 2,019,127 | 5.9% |
| Dropbox Inc(DBX) | CL A | 26210C104 | $55.1K | 2,065,008 | 4.9% |
| Snap Inc(SNAP) | CL A | 83304A106 | $40.1K | 766,480 | 3.5% |
| Angi Inc(ANGI1EUR) | COM CL A NEW | 00183L102 | $28.7K | 2,204,717 | 2.5% |
| American Well Corp | CL A | 03044L105 | $18.4K | 1,058,506 | 1.6% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $17.6K | 754,902 | 1.6% |
| Nuance Communications Inc | COM | 67020Y100 | $17.5K | 402,098 | 1.6% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $6.8K | 37,450 | 0.6% |
| Health Catalyst Inc(HCAT) | COM | 42225T107 | $5.0K | 106,224 | 0.4% |
| Morningstar Inc(MORN) | COM | 617700109 | $3.1K | 13,864 | 0.3% |