Q2 2020 Holdings
Filed 2020-07-23 | 355 holdings | $25.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cadence Design SYS Inc(CDNS) | COM | 127387108 | $2.6M | 37,553 | 10.3% |
| Argenx SE(ARGX) | COM | 04016X101 | $3.4M | 34,212 | 13.4% |
| Charter Communications Inc NCL COM(CHTR) | COM | 16119P108 | $3.5M | 6,925 | 13.8% |
| Advanced Micro Devices Inc COM COM(AMD) | COM | 007903107 | $5.3M | 100,849 | 20.7% |
| Boston Beer Inc CL A COM(SAM) | COM | 100557107 | $5.5M | 10,290 | 21.6% |