Q3 2023 Holdings
Filed 2023-11-13 | 104 holdings | $5.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CCI US(CCI) | CROWN CASTLE INC | 22822V101 | $481.0K | 5,231 | 8.9% |
| CMI US(CMI) | CUMMINS INC | 231021106 | $497.0K | 2,176 | 9.2% |
| PDD US(PDD) | PDD HOLDINGS INC | 722304102 | $572.5K | 5,837,572 | 10.6% |
| Csco US(CSCO) | CISCO SYSTEMS | 17275R102 | $647.0K | 12,026 | 11.9% |