Q4 2021 Holdings
Filed 2022-02-14 | 9 holdings | $308.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Salesforce COM Inc(CRM) | COM | 79466L302 | $66.7K | 262,607 | 21.6% |
| Brookfield Asset Mgmt Inc | CL A LTD VT SH | 112585104 | $55.2K | 914,376 | 17.9% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $35.5K | 151,553 | 11.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $33.1K | 9,917 | 10.7% |
| Trupanion Inc(TRUP) | COM | 898202106 | $32.1K | 243,418 | 10.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $27.5K | 45,613 | 8.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $27.3K | 9,413 | 8.8% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $27.1K | 759,205 | 8.8% |
| Burford Cap LTD(BUR) | ORD SHS | G17977110 | $3.8K | 355,382 | 1.2% |