Q1 2023 Holdings
Filed 2023-05-15 | 13 holdings | $82.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zoetis Inc(ZTS) | CL A | 98978V103 | $10.8M | 65,181 | 13.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $9.2M | 6,969 | 11.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $7.9M | 27,258 | 9.6% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $7.6M | 20,992 | 9.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.4M | 71,582 | 9.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $7.2M | 118,701 | 8.8% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $7.1M | 33,653 | 8.7% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $6.6M | 11,524 | 8.1% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $6.0M | 11,934 | 7.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $4.5M | 13,471 | 5.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.1M | 39,399 | 5.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $2.7M | 17,536 | 3.3% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $987.2K | 201,052 | 1.2% |