Q2 2019 Holdings
Filed 2019-08-14 | 662 holdings | $31.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $452.0K | 936 | 1.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $595.0K | 8,164 | 1.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $648.0K | 15,091 | 2.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $692.0K | 2,349 | 2.2% |
| American Airls Group Inc(AAL) | COM | 02376R102 | $707.0K | 21,693 | 2.3% |
| Allogene Therapeutics Inc(ALLO) | COM | 019770106 | $732.0K | 27,250 | 2.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.0M | 6,156 | 3.4% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.6M | 6,134 | 5.2% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $2.2M | 5,711 | 6.9% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $2.6M | 72,035 | 8.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $3.2M | 58,933 | 10.4% |
| Carmax Inc(KMX) | COM | 143130102 | $14.5M | 167,325 | 46.7% |