Q4 2023 Holdings
Filed 2024-02-14 | 9 holdings | $164.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $32.7M | 92,500 | 20.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $30.8M | 155,000 | 18.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $20.5M | 135,000 | 12.5% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $20.2M | 700,000 | 12.3% |
| Goosehead INS Inc(GSHD) | COM CL A | 38267D109 | $19.0M | 250,000 | 11.6% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $15.4M | 105,000 | 9.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $9.7M | 125,000 | 5.9% |
| Bill Holdings Inc(BILL) | COM | 090043100 | $9.6M | 117,500 | 5.8% |
| Remitly Global Inc(RELY) | COM | 75960P104 | $6.1M | 315,000 | 3.7% |