Q4 2021 Holdings
Filed 2022-02-16 | 12 holdings | $126.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Netflix Inc(NFLX) | COM | 64110L106 | $24.2K | 40,230 | 19.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $19.9K | 5,968 | 15.7% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $15.3K | 65,363 | 12.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $14.3K | 42,394 | 11.3% |
| Amazon COM Inc(AMZN)Call | COM | 023135106 | $11.3K | 3,400 | 9.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $10.9K | 32,454 | 8.6% |
| Etsy Inc(ETSY) | COM | 29786A106 | $9.7K | 44,357 | 7.7% |
| Copart Inc(CPRT) | COM | 217204106 | $5.8K | 38,107 | 4.6% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $5.4K | 20,472 | 4.3% |
| Wayfair Inc(W) | CL A | 94419L101 | $4.9K | 25,914 | 3.9% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $3.4K | 9,510 | 2.7% |
| NVR Inc(NVR) | COM | 62944T105 | $1.3K | 224 | 1.0% |