Q4 2022 Holdings
Filed 2023-02-14 | 206 holdings | $56.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $2.4M | 23,163 | 4.2% |
| Charter Communications Inc(CHTR) | COM | 16119P108 | $2.8M | 8,197 | 4.9% |
| Biogen Inc(BIIB) | COM | 09062X103 | $2.9M | 10,611 | 5.2% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $3.2M | 67,149 | 5.6% |
| Alphabet Inc A(GOOGL) | COM | 02079K305 | $19.9M | 225,923 | 35.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $20.6M | 245,332 | 36.2% |