Q1 2022 Holdings
Filed 2022-05-13 | 9 holdings | $396.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Workday Inc(WDAY) | CL A | 98138H101 | $68.2K | 284,900 | 17.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $65.2K | 20,015 | 16.5% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $63.5K | 97,400 | 16.0% |
| Mister CAR Wash Inc(MCW) | COM | 60646V105 | $56.0K | 3,784,731 | 14.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $39.9K | 14,295 | 10.1% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $30.8K | 2,037,150 | 7.8% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $25.9K | 157,400 | 6.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $25.3K | 113,900 | 6.4% |
| Vapotherm Inc | COM | 922107107 | $21.5K | 1,544,850 | 5.4% |