Q1 2020 Holdings
Filed 2020-04-29 | 59 holdings | $17.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Computer Inc(AAPL) | COM | 037833100 | $9.7K | 38,075 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.8K | 61,895 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $10.9K | 9,396 | 0.1% |
| Akamai(AKAM) | COM | 00971T101 | $521.0K | 5,700 | 3.0% |
| Cisco Systems(CSCO) | COM | 17275R102 | $530.0K | 13,500 | 3.0% |
| Adobe Systems(ADBE) | COM | 00724F101 | $636.0K | 2,000 | 3.7% |
| Charter Communications Inc New(CHTR) | CL A | 16119P108 | $2.2M | 5,093 | 12.8% |
| Costco Wholesale(COST) | COM | 22160K105 | $5.5M | 19,183 | 31.4% |
| Alibaba Group Holding SP(BABA) | SPON ADS | 01609W102 | $7.9M | 40,545 | 45.3% |