Q2 2024 Holdings
Filed 2024-08-02 | 5 holdings | $7.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $3.0M | 23,051 | 38.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.7M | 18,300 | 33.9% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $983.0K | 7,957 | 12.5% |
| Super Micro Computer Inc(SMCIUSD) | COM | 86800U104 | $608.0K | 742 | 7.7% |
| Vertiv Holdings Co(VRT) | COM CL A | 92537N108 | $590.8K | 6,824 | 7.5% |