Q4 2022 Holdings
Filed 2023-02-14 | 8 holdings | $34.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $8.6M | 61,700 | 25.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $8.6M | 20,437 | 25.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $5.9M | 12,600 | 17.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.6M | 40,900 | 10.5% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $2.8M | 5,200 | 8.2% |
| Synopsys Inc(SNPS) | COM | 871607107 | $2.8M | 8,700 | 8.1% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $1.5M | 20,100 | 4.2% |
| Sanmina Corporation(SANM) | COM | 801056102 | $613.0K | 10,700 | 1.8% |