Q1 2023 Holdings
Filed 2023-05-15 | 13 holdings | $84.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $28.9M | 280,000 | 34.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $11.8M | 114,000 | 13.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $9.0M | 40,000 | 10.6% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $6.8M | 32,250 | 8.1% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $5.7M | 130,000 | 6.7% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $5.1M | 115,881 | 6.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $3.4M | 9,950 | 4.1% |
| Salesforce Inc(CRM) | COM | 79466L302 | $3.4M | 17,000 | 4.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $3.1M | 31,750 | 3.7% |
| American Tower Corp New(AMT) | COM | 03027X100 | $3.1M | 15,000 | 3.6% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $2.1M | 111,100 | 2.4% |
| ACV Auctions Inc(ACVA) | COM CL A | 00091G104 | $1.7M | 128,000 | 1.9% |
| Carvana Co(CVNA) | CL A | 146869102 | $716.8K | 73,220 | 0.8% |