Q1 2021 Holdings
Filed 2021-04-23 | 10 holdings | $249.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $37.4K | 266,277 | 15.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $28.7K | 87,800 | 11.5% |
| Morningstar Inc(MORN) | COM | 617700109 | $28.7K | 127,326 | 11.5% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $24.9K | 538,313 | 10.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $23.7K | 97,600 | 9.5% |
| American Express Co(AXP) | COM | 025816109 | $22.7K | 160,226 | 9.1% |
| Banco Bradesco S A(BBD) | SP ADR PFD NEW | 059460303 | $22.3K | 4,738,000 | 8.9% |
| BK of America Corp(BAC) | COM | 060505104 | $21.4K | 553,000 | 8.6% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $20.6K | 335,747 | 8.2% |
| Bottomline Tech del Inc(EPAYEUR) | COM | 101388106 | $19.1K | 420,986 | 7.6% |