Q3 2022 Holdings
Filed 2022-11-14 | 8 holdings | $93.1K | 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 | $22.7K | 43,256 | 24.4% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $20.1K | 326,617 | 21.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $17.9K | 76,996 | 19.3% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $13.0K | 537,155 | 13.9% |
| New York Times Co(NYT) | CL A | 650111107 | $7.6K | 264,892 | 8.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $6.7K | 8,071 | 7.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $3.8K | 187,350 | 4.1% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $1.3K | 10,393 | 1.3% |