Q1 2022 Holdings
Filed 2022-05-03 | 10 holdings | $157.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $22.5K | 6,900 | 14.2% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $19.9K | 55,750 | 12.6% |
| Brookfield Asset Mgmt Inc | CL A LTD VT SH | 112585104 | $18.5K | 327,500 | 11.7% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $18.1K | 309,000 | 11.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $17.3K | 78,000 | 11.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $14.9K | 5,325 | 9.4% |
| Lowes COS Inc(LOW) | COM | 548661107 | $14.6K | 72,000 | 9.2% |
| Etsy Inc(ETSY) | COM | 29786A106 | $11.2K | 90,500 | 7.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $10.4K | 87,000 | 6.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $10.4K | 33,750 | 6.6% |