Q1 2023 Holdings
Filed 2023-04-17 | 66 holdings | $3.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Universal Display Corp(OLED) | COM | 91347P105 | $65.8M | 423,950 | 1.8% |
| Paccar Inc(PCAR) | COM | 693718108 | $69.4M | 947,760 | 1.9% |
| Etsy Inc(ETSY) | COM | 29786A106 | $78.4M | 704,056 | 2.2% |
| Starbucks Corp(SBUX) | COM | 855244109 | $92.4M | 887,260 | 2.6% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $94.2M | 1,241,047 | 2.6% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $98.5M | 1,258,456 | 2.7% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $123.7M | 339,570 | 3.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $134.4M | 284,334 | 3.7% |
| Stryker Corporation(SYK) | COM | 863667101 | $143.2M | 501,687 | 4.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $148.2M | 296,389 | 4.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $176.7M | 1,899,570 | 4.9% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $192.1M | 1,388,648 | 5.3% |
| Intuit(INTU) | COM | 461202103 | $198.4M | 444,918 | 5.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $210.8M | 2,032,173 | 5.9% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $297.8M | 1,208,477 | 8.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $389.6M | 1,351,218 | 10.8% |