Q2 2023 Holdings
Filed 2023-07-24 | 105 holdings | $188.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $6.3M | 16,115 | 3.4% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $6.7M | 46,092 | 3.5% |
| Amphenol Corp New(APH) | CL A | 032095101 | $6.8M | 80,148 | 3.6% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $7.5M | 17,681 | 4.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $7.6M | 22,180 | 4.0% |