Q2 2024 Holdings
Filed 2024-08-14 | 4 holdings | $28.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $15.6M | 80,600 | 54.5% |
| Constellation Energy Corp(CEG) | COM | 21037T109 | $6.2M | 30,952 | 21.7% |
| Viking Holdings LTD(VIK) | ORD SHS | G93A5A101 | $4.8M | 141,300 | 16.8% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $2.0M | 74,200 | 7.1% |