Q4 2022 Holdings
Filed 2023-01-27 | 5 holdings | $62.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $22.8M | 255,569 | 36.3% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $21.1M | 150,800 | 33.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $13.2M | 150,200 | 21.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.5M | 65,940 | 8.8% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $225.7K | 15,167 | 0.4% |