Q1 2021 Holdings
Filed 2021-05-17 | 9 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $316.3K | 850,000 | 16.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $278.5K | 90,000 | 14.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $275.2K | 1,300,000 | 14.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $232.0K | 112,500 | 12.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $226.0K | 1,200,000 | 11.6% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $216.4K | 4,000,000 | 11.2% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $175.1K | 1,150,000 | 9.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $114.9K | 950,000 | 5.9% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $106.5K | 850,000 | 5.5% |