Q4 2022 Holdings
Filed 2023-01-19 | 64 holdings | $3.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $89.7M | 1,259,677 | 2.6% |
| Starbucks Corp(SBUX) | COM | 855244109 | $92.4M | 931,680 | 2.7% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $93.7M | 292,620 | 2.7% |
| Etsy Inc(ETSY) | COM | 29786A106 | $93.8M | 783,516 | 2.7% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $102.1M | 1,211,036 | 3.0% |
| Stryker Corporation(SYK) | COM | 863667101 | $126.9M | 518,896 | 3.7% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $129.0M | 316,115 | 3.8% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $129.0M | 1,732,080 | 3.8% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $132.4M | 249,666 | 3.9% |
| Intuit(INTU) | COM | 461202103 | $172.7M | 443,817 | 5.1% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $198.9M | 1,328,988 | 5.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $231.2M | 2,620,227 | 6.8% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $287.9M | 1,160,452 | 8.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $329.7M | 1,374,811 | 9.6% |