Q1 2024 Holdings
Filed 2024-05-15 | 52 holdings | $61.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Roku, Inc.(ROKU) | Common Stock | 77543R102 | $4.9M | 75,000 | 8.0% |
| Wolfspeed, Inc.(WOLF*) | Common Stock | 977852102 | $5.3M | 180,000 | 8.7% |