Q2 2021 Holdings
Filed 2021-08-13 | 41 holdings | $27.2M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2022-11-23) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cadence Design System Inc Design Systems(CDNS) | COM | 127387108 | $7.5M | 55,011 | 27.7% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $8.5M | 14,533 | 31.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $8.8M | 22,121 | 32.2% |