Q4 2022 Holdings
Filed 2023-02-14 | 10 holdings | $104.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA)Call | COM | 67066G104 | $18.9M | 129,000 | 18.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $13.2M | 55,144 | 12.7% |
| Apple Inc(AAPL) | COM | 037833100 | $12.9M | 99,615 | 12.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $11.4M | 129,452 | 11.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $11.4M | 78,068 | 11.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $10.5M | 27,128 | 10.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $8.7M | 103,705 | 8.4% |
| Salesforce Inc(CRM) | COM | 79466L302 | $7.8M | 58,893 | 7.5% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $5.7M | 154,475 | 5.5% |
| Roblox Corp(RBLX) | CL A | 771049103 | $3.4M | 120,648 | 3.3% |