Q1 2023 Holdings
Filed 2023-04-12 | 6 holdings | $76.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $26.7M | 255,569 | 35.2% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $21.8M | 150,800 | 28.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $15.3M | 150,200 | 20.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.8M | 65,940 | 9.0% |
| C3 AI Inc(AI)Put | CL A | 12468P104 | $5.0M | 150,000 | 6.6% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $244.2K | 15,167 | 0.3% |