Q2 2022 Holdings
Filed 2022-08-12 | 7 holdings | $49.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $43.8M | 1,000,000 | 88.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.3M | 50,000 | 10.8% |
| Amkor Technology Inc(AMKR) | COM | 031652100 | $57.7K | 3,405,561 | 0.1% |
| Ubiquiti Inc(UI) | COM | 90353W103 | $27.9K | 112,500 | 0.1% |
| SUN Cmntys Inc(SUI) | COM | 866674104 | $22.3K | 140,000 | 0.0% |
| AES Corp(AES) | COM | 00130H105 | $18.9K | 901,448 | 0.0% |
| NI Hldgs Inc(NODK) | COM | 65342T106 | $1.3K | 77,376 | 0.0% |