Q1 2022 Holdings
Filed 2022-05-16 | 15 holdings | $108.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $21.2K | 6,512 | 19.5% |
| Netflix Inc(NFLX) | COM | 64110L106 | $20.3K | 54,296 | 18.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $11.5K | 37,227 | 10.6% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $10.4K | 46,961 | 9.6% |
| Amazon COM Inc(AMZN)Call | COM | 023135106 | $9.1K | 2,800 | 8.4% |
| Copart Inc(CPRT) | COM | 217204106 | $8.8K | 70,437 | 8.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $8.4K | 3,025 | 7.7% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $4.3K | 12,099 | 4.0% |
| NVR Inc(NVR) | COM | 62944T105 | $3.5K | 794 | 3.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.7K | 11,999 | 2.4% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $2.6K | 17,466 | 2.4% |
| Etsy Inc(ETSY) | COM | 29786A106 | $2.2K | 17,340 | 2.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $1.8K | 16,473 | 1.7% |
| Pershing Square Tontine Hldg | COM CL A | 71531R109 | $1.1K | 52,874 | 1.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $600 | 215 | 0.6% |