Q4 2021 Holdings
Filed 2022-02-10 | 15 holdings | $74.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $9.8K | 174,620 | 13.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $7.5K | 22,289 | 10.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $7.5K | 20,784 | 10.1% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $7.2K | 16,764 | 9.7% |
| Analog Devices Inc(ADI) | COM | 032654105 | $6.2K | 35,392 | 8.4% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $5.8K | 25,533 | 7.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.2K | 1,546 | 7.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $4.9K | 19,411 | 6.7% |
| Micron Technology Inc(MU) | COM | 595112103 | $3.6K | 38,850 | 4.9% |
| Jabil Inc(JBL) | COM | 466313103 | $3.4K | 48,460 | 4.6% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $3.2K | 5,686 | 4.3% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $2.9K | 16,058 | 4.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.9K | 9,864 | 3.9% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $2.1K | 23,627 | 2.8% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $1.9K | 12,343 | 2.6% |