Q2 2022 Holdings
Filed 2022-08-15 | 7 holdings | $96.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $23.2K | 43,256 | 24.1% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $23.2K | 326,617 | 24.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $18.4K | 71,612 | 19.1% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $11.5K | 537,155 | 11.9% |
| New York Times Co(NYT) | CL A | 650111107 | $9.0K | 320,826 | 9.3% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $6.1K | 9,583 | 6.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $4.8K | 214,698 | 5.0% |