Q2 2022 Holdings
Filed 2022-08-12 | 23 holdings | $9.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $6.7M | 88,127 | 72.5% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $2.5M | 5,294 | 26.7% |
| International Business Machs(IBM) | COM | 459200101 | $9.9K | 69,902 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $7.3K | 37,255 | 0.1% |
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $6.5K | 139,597 | 0.1% |
| Ishares TR(IGV) | EXPANDED TECH | 464287515 | $4.9K | 18,235 | 0.1% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $4.9K | 152,745 | 0.1% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $4.9K | 15,281 | 0.1% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $4.7K | 70,000 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $4.5K | 9,118 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $3.6K | 28,563 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $3.3K | 36,401 | 0.0% |
| Jabil Inc(JBL) | COM | 466313103 | $3.3K | 64,132 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $2.9K | 6,078 | 0.0% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $2.8K | 88,376 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $2.8K | 14,706 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $2.6K | 6,765 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $2.3K | 24,830 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.5K | 5,916 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $1.5K | 26,471 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $1.3K | 4,412 | 0.0% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $1.2K | 26,177 | 0.0% |
| Western Digital Corp.(WDC) | COM | 958102105 | $1.1K | 25,392 | 0.0% |