Q3 2022 Holdings
Filed 2022-11-14 | 8 holdings | $22.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $15.2M | 115,000 | 66.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $4.8M | 50,000 | 20.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.8M | 25,000 | 12.4% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $7.4K | 107,500 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $5.5K | 15,000 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.7K | 20,000 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $3.8K | 10,000 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $3.3K | 65,000 | 0.0% |