Q4 2022 Holdings
Filed 2023-02-14 | 10 holdings | $45.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $10.6M | 12,500 | 23.5% |
| Blackstone Inc(BX)Call | COM | 09260D107 | $9.6M | 130,000 | 21.4% |
| Blackstone Inc(BX) | COM | 09260D107 | $7.8M | 104,500 | 17.2% |
| Alphabet Inc(GOOGL)Call | CAP STK CL A | 02079K305 | $5.3M | 60,000 | 11.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.2M | 49,750 | 9.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.6M | 29,000 | 5.7% |
| Intercontinental Exchange inCall | CALL | 45866F904 | $2.1M | 20,000 | 4.6% |
| RH(RH) | COM | 74967X103 | $1.7M | 6,250 | 3.7% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $1.3M | 6,500 | 3.0% |