Q4 2021 Holdings
Filed 2022-02-11 | 517 holdings | $112.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.3M | 16,064 | 2.1% |
| Autozone Inc(AZO) | COM | 053332102 | $2.5M | 1,203 | 2.2% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $2.9M | 211,469 | 2.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $4.0M | 29,333 | 3.5% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $4.8M | 8,454 | 4.3% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $5.0M | 49,300 | 4.4% |
| Chegg Inc(CHGG) | COM | 163092109 | $5.6M | 182,872 | 5.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $6.1M | 10,773 | 5.4% |
| Codexis Inc(CDXS) | COM | 192005106 | $6.8M | 217,547 | 6.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $11.5M | 96,536 | 10.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $49.1M | 774,045 | 43.5% |