Q1 2023 Holdings
Filed 2023-05-15 | 10 holdings | $377.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $72.5M | 698,630 | 19.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $70.6M | 244,915 | 18.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $44.9M | 435,075 | 11.9% |
| Salesforce Inc(CRM) | COM | 79466L302 | $42.8M | 214,380 | 11.3% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $38.6M | 181,970 | 10.2% |
| Hubspot Inc(HUBS) | COM | 443573100 | $29.9M | 69,687 | 7.9% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $29.1M | 203,905 | 7.7% |
| Salesforce Inc(CRM)Call | COM | 79466L302 | $21.4M | 107,000 | 5.7% |
| Doordash Inc(DASH) | CL A | 25809K105 | $17.5M | 275,935 | 4.6% |
| Alibaba Group Hldg LTD(BABA)Call | SPONSORED ADS | 01609W102 | $10.2M | 100,000 | 2.7% |