Q4 2021 Holdings
Filed 2022-02-14 | 9 holdings | $170.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| KKR & Co Inc(KKR) | COM | 48251W104 | $23.0K | 309,000 | 13.5% |
| Lowes COS Inc(LOW) | COM | 548661107 | $22.4K | 86,500 | 13.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $21.0K | 6,300 | 12.3% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $20.0K | 55,750 | 11.7% |
| Brookfield Asset Mgmt Inc | CL A LTD VT SH | 112585104 | $19.8K | 327,500 | 11.6% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $19.7K | 58,500 | 11.5% |
| Etsy Inc(ETSY) | COM | 29786A106 | $17.5K | 80,000 | 10.3% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $15.9K | 71,000 | 9.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $11.4K | 33,750 | 6.7% |