Q1 2022 Holdings
Filed 2022-05-13 | 19 holdings | $19.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Costar Group(CSGP) | COM | 22160N109 | $18.8M | 281,825 | 98.3% |
| Amazon.com(AMZN) | COM | 023135106 | $51.9K | 15,922 | 0.3% |
| Alphabet Inc. CL C(GOOG) | COM | 02079K107 | $47.1K | 16,866 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $42.5K | 137,696 | 0.2% |
| AON PLC(AON) | COM | G0403H108 | $42.3K | 130,045 | 0.2% |
| Mastercard(MA) | COM | 57636Q104 | $34.8K | 97,258 | 0.2% |
| Visa(V) | COM | 92826C839 | $33.4K | 150,690 | 0.2% |
| Servicenow, Inc.(NOW) | COM | 81762P102 | $22.1K | 39,733 | 0.1% |
| Fiserv(FISV) | COM | 337738108 | $18.7K | 183,985 | 0.1% |
| Datadog Inc(DDOG) | COM | 23804L103 | $9.4K | 62,129 | 0.0% |
| Floor & Decor Holdings(FND) | COM | 339750101 | $7.4K | 90,884 | 0.0% |
| Sprout Social Inc(SPT) | COM | 85209W109 | $6.2K | 77,207 | 0.0% |
| Atlassian Corporation PLC(TEAM) | COM | G06242104 | $5.9K | 19,966 | 0.0% |
| Shopify(SHOP) | COM | 82509L107 | $5.9K | 8,661 | 0.0% |
| Goosehead INS(GSHD) | COM | 38267D109 | $3.9K | 49,406 | 0.0% |
| Apple Inc.(AAPL) | COM | 037833100 | $663 | 3,797 | 0.0% |
| Berkshire Hathaway Inc CL A(BRK/A) | COM | 084670108 | $529 | 1 | 0.0% |
| Alphabet Inc. CL A(GOOGL) | COM | 02079K305 | $473 | 170 | 0.0% |
| Berkshire Hathaway Inc CL B(BRK/B) | COM | 084670702 | $353 | 1,000 | 0.0% |