Q1 2026 Holdings
Filed 2026-05-14 | 7 holdings | $53.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $9.6M | 35,553 | 18.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $9.2M | 61,751 | 17.3% |
| Sprott Physical Gold Tr(PHYS/U) | UNIT | 85207H104 | $8.0M | 224,439 | 14.9% |
| Veeva Sys Inc(VEEV) | CL A COM | 922475108 | $7.9M | 45,153 | 14.9% |
| Amazon com Inc.(AMZN) | COM | 023135106 | $7.5M | 36,031 | 14.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $6.3M | 26,220 | 11.8% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $4.8M | 70,645 | 9.0% |