Q1 2022 Holdings
Filed 2022-05-16 | 10 holdings | $4.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $979.6K | 300,500 | 20.6% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $941.3K | 34,555,300 | 19.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $645.3K | 232,000 | 13.6% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $472.0K | 724,400 | 9.9% |
| Petroleo Brasileiro SA Petro(PJX) | SP ADR NON VTG | 71654V101 | $395.8K | 28,314,000 | 8.3% |
| Victorias Secret and Co(VSCO) | COMMON STOCK | 926400102 | $382.6K | 7,449,300 | 8.0% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $303.7K | 10,003,500 | 6.4% |
| Perimeter Solutions SA(PRM) | COMMON STOCK | L7579L106 | $242.2K | 20,000,000 | 5.1% |
| E2open Parent Holdings Inc(ETWOGBP) | COM CL A | 29788T103 | $230.8K | 26,198,792 | 4.9% |
| SAP SE(SAP) | SPON ADR | 803054204 | $163.0K | 1,468,600 | 3.4% |