Q4 2023 Holdings
Filed 2024-02-12 | 104 holdings | $195.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $7.4M | 9,452 | 3.8% |
| Amphenol Corp New(APH) | CL A | 032095101 | $7.6M | 77,138 | 3.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.2M | 21,856 | 4.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $8.4M | 16,903 | 4.3% |