Q2 2021 Holdings
Filed 2021-08-16 | 10 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $344.0K | 100,000 | 16.2% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $330.4K | 825,000 | 15.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $292.3K | 1,250,000 | 13.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $274.7K | 112,500 | 12.9% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $228.1K | 4,000,000 | 10.7% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $191.2K | 925,000 | 9.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $144.8K | 1,000,000 | 6.8% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $114.6K | 950,000 | 5.4% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $111.6K | 717,500 | 5.3% |
| Square Inc(XYZ) | CL A | 852234103 | $90.8K | 372,500 | 4.3% |