Q1 2024 Holdings
Filed 2024-05-02 | 58 holdings | $18.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $806.9K | 2,840 | 4.4% |
| Block Inc(XYZ) | CL A | 852234103 | $839.9K | 9,930 | 4.6% |
| ARM Holdings PLC(ARM) | SPONSORED ADR | 042068205 | $897.4K | 7,180 | 4.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $950.8K | 2,260 | 5.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $1.1M | 1,180 | 5.9% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $1.4M | 1,090 | 7.9% |
| Servicenow Inc(NOW) | COM | 81762P102 | $1.6M | 2,130 | 8.9% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $1.9M | 2,380 | 10.2% |