Q1 2023 Holdings
Filed 2023-05-15 | 9 holdings | $76.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $13.1M | 117,500 | 17.1% |
| Bill Holdings Inc(BILL) | COM | 090043100 | $9.7M | 120,000 | 12.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $9.7M | 95,000 | 12.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $9.6M | 92,500 | 12.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $9.5M | 45,000 | 12.4% |
| Sony Group Corporation(SONY) | SPONSORED ADR | 835699307 | $7.9M | 87,500 | 10.3% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $7.7M | 14,500 | 10.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $5.6M | 20,000 | 7.2% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $4.0M | 250,000 | 5.2% |