Q4 2022 Holdings
Filed 2023-02-14 | 9 holdings | $82.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $21.8M | 200,000 | 26.6% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $19.0M | 130,000 | 23.2% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $12.6M | 30,000 | 15.4% |
| Axcelis Technologies Inc(ACLS) | COM NEW | 054540208 | $9.9M | 125,000 | 12.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $4.8M | 12,357 | 5.8% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $3.6M | 25,000 | 4.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.5M | 40,000 | 4.3% |
| Hubspot Inc(HUBS) | COM | 443573100 | $3.5M | 12,000 | 4.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.4M | 40,000 | 4.1% |