Q4 2021 Holdings
Filed 2022-02-14 | 10 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $351.6K | 1,622,500 | 17.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $312.8K | 623,000 | 15.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $288.4K | 86,500 | 14.2% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $264.2K | 5,250,000 | 13.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $179.8K | 700,000 | 8.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $170.9K | 59,000 | 8.4% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $128.7K | 825,000 | 6.4% |
| Canadian Natl RY Co(CNI) | COM | 136375102 | $122.9K | 1,000,000 | 6.1% |
| Block Inc(XYZ) | CL A | 852234103 | $113.1K | 700,000 | 5.6% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $92.8K | 800,000 | 4.6% |