Q2 2023 Holdings
Filed 2023-08-14 | 13 holdings | $99.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $14.3M | 50,000 | 14.5% |
| Alibaba Group Hldg LTS(BABA) | SPONSORED ADS | 01609W102 | $13.8M | 165,000 | 13.9% |
| Bill Holdings Inc(BILL) | COM | 090043100 | $13.4M | 115,000 | 13.6% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $11.1M | 105,000 | 11.2% |
| Analog Devices Inc(ADI) | COM | 032654105 | $9.4M | 48,000 | 9.4% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $8.5M | 58,500 | 8.5% |
| Goosehead INS Inc(GSHD) | COM CL A | 38267D109 | $6.6M | 104,697 | 6.7% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $5.8M | 9,000 | 5.8% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $4.9M | 10,000 | 4.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.6M | 30,000 | 3.6% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $3.5M | 50,000 | 3.5% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $2.7M | 80,000 | 2.8% |
| Carvana Co(CVNA) | CL A | 146869102 | $1.6M | 60,000 | 1.6% |