Q4 2021 Holdings
Filed 2022-02-14 | 10 holdings | $129.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mister CAR Wash Inc(MCW) | COM | 60646V105 | $21.5K | 1,178,720 | 16.6% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $16.8K | 26,400 | 13.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $16.6K | 60,700 | 12.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $14.0K | 4,200 | 10.8% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $13.5K | 403,200 | 10.4% |
| Vapotherm Inc | COM | 922107107 | $11.4K | 551,500 | 8.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $10.4K | 3,600 | 8.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $9.6K | 28,500 | 7.4% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $8.5K | 32,300 | 6.6% |
| Wayfair Inc(W) | CL A | 94419L101 | $7.1K | 37,300 | 5.5% |