Q2 2024 Holdings
Filed 2024-08-14 | 5 holdings | $762.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $370.1M | 2,995,400 | 48.6% |
| Tesla Inc(TSLA) | COM | 88160R101 | $248.6M | 1,256,248 | 32.6% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $57.8M | 381,173 | 7.6% |
| Kinsale Cap Group Inc(KNSL) | COM | 49714P108 | $44.5M | 115,498 | 5.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $41.2M | 92,139 | 5.4% |