Q4 2022 Holdings
Filed 2023-02-14 | 8 holdings | $301.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $69.4M | 826,300 | 23.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $63.4M | 378,700 | 21.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $54.4M | 86,395 | 18.0% |
| Ferguson PLC New(FERG) | SHS | G3421J106 | $35.5M | 279,500 | 11.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $32.0M | 360,150 | 10.6% |
| Mister CAR Wash Inc(MCW) | COM | 60646V105 | $31.5M | 3,411,271 | 10.4% |
| Docebo Inc(DCBO) | COM | 25609L105 | $10.9M | 330,179 | 3.6% |
| Vapotherm Inc | COM | 922107107 | $4.4M | 1,630,876 | 1.5% |