Q2 2022 Holdings
Filed 2022-08-15 | 13 holdings | $37.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com Inc CMN(AMZN) | COM | 023135106 | $29.7M | 280,000 | 79.0% |
| Chegg Inc(CHGG) | COM | 163092109 | $4.7M | 250,000 | 12.5% |
| Charter Communication(CHTR) | COM | 16119P108 | $3.2M | 6,781 | 8.4% |
| Alphabet Inc Class A(GOOGL) | COM | 02079K305 | $12.4K | 5,700 | 0.0% |
| Visa Inc. CMN Class A(V) | COM | 92826C839 | $7.9K | 40,000 | 0.0% |
| Jd.com, Inc.(JD) | COM | 47215P106 | $7.4K | 115,881 | 0.0% |
| Meta Platforms Inc(META) | COM | 30303M102 | $4.4K | 27,000 | 0.0% |
| Zillow Group Inc(ZG) | COM | 98954M101 | $4.1K | 130,000 | 0.0% |
| American Tower Corporation CMN(AMT) | COM | 03027X100 | $3.8K | 15,000 | 0.0% |
| GDS Holdings LTD(GDS) | COM | 36165L108 | $3.7K | 111,000 | 0.0% |
| Carvana Co(CVNA) | COM | 146869102 | $1.4K | 61,220 | 0.0% |
| Zillow Group Inc(Z) | COM | 98954M200 | $1.2K | 39,000 | 0.0% |
| Netflix, Inc.(NFLX) | COM | 64110L106 | $1.1K | 6,350 | 0.0% |