Q4 2022 Holdings
Filed 2023-02-14 | 12 holdings | $73.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $23.5M | 280,000 | 31.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $10.1M | 114,000 | 13.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $8.3M | 40,000 | 11.3% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $6.5M | 115,881 | 8.8% |
| Chegg Inc(CHGG) | COM | 163092109 | $6.3M | 250,000 | 8.6% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $4.1M | 130,000 | 5.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $3.9M | 32,250 | 5.3% |
| American Tower Corp New(AMT) | COM | 03027X100 | $3.2M | 15,000 | 4.3% |
| Netflix Inc(NFLX) | COM | 64110L106 | $2.9M | 9,950 | 4.0% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $2.3M | 6,781 | 3.1% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $2.3M | 111,100 | 3.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $347.1K | 73,220 | 0.5% |