Q1 2021 Holdings
Filed 2021-05-17 | 8 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $312.1K | 2,078,833 | 29.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $207.1K | 352,306 | 19.3% |
| Facebook Inc(META) | CL A | 30303M102 | $178.0K | 604,192 | 16.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $144.1K | 611,000 | 13.4% |
| Docebo Inc(DCBO) | COM | 25609L105 | $108.8K | 2,532,915 | 10.1% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $75.8K | 204,876 | 7.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $49.6K | 775,705 | 4.6% |