Q2 2023 Holdings
Filed 2023-07-13 | 5 holdings | $71.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $29.4M | 255,569 | 41.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $20.9M | 150,800 | 29.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $12.5M | 150,200 | 17.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $8.6M | 65,940 | 12.0% |
| Herbalife LTD(HLF) | COM SHS | G4412G101 | $200.8K | 15,167 | 0.3% |