Q1 2022 Holdings
Filed 2022-05-16 | 11 holdings | $358.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $67.4K | 20,683 | 18.8% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $64.4K | 303,197 | 17.9% |
| Brookfield Asset Mgmt Inc | CL A LTD VT SH | 112585104 | $53.4K | 944,388 | 14.9% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $41.8K | 61,876 | 11.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $30.2K | 10,869 | 8.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $24.6K | 65,725 | 6.9% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $24.1K | 159,885 | 6.7% |
| Trupanion Inc(TRUP) | COM | 898202106 | $23.3K | 261,124 | 6.5% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $13.1K | 83,020 | 3.7% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $11.4K | 432,593 | 3.2% |
| Burford Cap LTD(BUR) | ORD SHS | G17977110 | $5.0K | 548,724 | 1.4% |