Q3 2022 Holdings
Filed 2022-11-09 | 569 holdings | $73.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $2.1M | 35,126 | 2.8% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $2.5M | 79,872 | 3.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $2.5M | 18,574 | 3.4% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $2.7M | 83,604 | 3.7% |
| Align Technology Inc(ALGN) | COM | 016255101 | $2.9M | 13,847 | 3.9% |
| Avantor Inc(AVTR) | COM | 05352A100 | $3.6M | 182,449 | 4.9% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $4.1M | 17,655 | 5.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $5.6M | 70,369 | 7.7% |
| Antero Resources Corp(AR) | COM | 03674X106 | $6.2M | 203,001 | 8.5% |
| Autonation Inc(AN) | COM | 05329W102 | $7.2M | 70,834 | 9.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $9.3M | 146,002 | 12.6% |