Q2 2020 Holdings
Filed 2020-08-13 | 31 holdings | $11.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $8.6M | 19,644 | 75.7% |
| Alibaba Group Holding ADR(BABA) | ADR | 01609W102 | $1.9M | 8,600 | 16.4% |
| Chewy, Inc.(CHWY) | COM | 16679L109 | $742.0K | 16,595 | 6.6% |
| Apple Inc(AAPL) | COM | 037833100 | $9.0K | 24,701 | 0.1% |
| Thermo Fisher Scientific, Inc(TMO) | COM | 883556102 | $9.0K | 24,734 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.6K | 42,253 | 0.1% |
| Lam Research Corp.(LRCXEUR) | COM | 512807108 | $8.1K | 24,947 | 0.1% |
| KLA Corporation(KLAC) | COM | 482480100 | $7.6K | 39,274 | 0.1% |
| Applied Materials, Inc(AMAT) | COM | 038222105 | $7.6K | 125,927 | 0.1% |
| Morgan Stanley(MS) | COM | 617446448 | $7.5K | 154,727 | 0.1% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $7.4K | 25,548 | 0.1% |
| Alphabet Inc Class A(GOOGL) | COM | 02079K305 | $7.0K | 4,937 | 0.1% |
| Veeva Systems Inc(VEEV) | COM | 922475108 | $6.5K | 27,738 | 0.1% |
| Amazon.com, Inc(AMZN) | COM | 023135106 | $6.3K | 2,269 | 0.1% |
| Texas Instruments, Inc.(TXN) | COM | 882508104 | $6.2K | 49,044 | 0.1% |
| Edwards Lifesciences Corporation(EW) | COM | 28176E108 | $6.0K | 86,811 | 0.1% |
| Kansas City Southern | COM | 485170302 | $6.0K | 40,025 | 0.1% |
| Home Depot, Inc.(HD) | COM | 437076102 | $5.9K | 23,662 | 0.1% |
| Walmart Inc(WMT) | COM | 931142103 | $5.9K | 49,301 | 0.1% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $5.7K | 28,785 | 0.1% |
| Sea Limited(SE) | ADR | 81141R100 | $5.6K | 52,280 | 0.0% |
| salesforce.com Inc(CRM) | COM | 79466L302 | $5.2K | 27,498 | 0.0% |
| Eli Lilly & Company(LLY) | COM | 532457108 | $4.7K | 28,918 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $4.6K | 19,305 | 0.0% |
| Dover Corporation(DOV) | COM | 260003108 | $4.5K | 46,970 | 0.0% |
| Fabrinet(FN) | COM | G3323L100 | $3.5K | 56,770 | 0.0% |
| iShares Msci Taiwan(EWT) | ETF | 46434G772 | $1.7K | 41,240 | 0.0% |
| VanEck Vectors Vietnam ETF(VNM) | ETF | 92189F817 | $1.6K | 117,793 | 0.0% |
| Lumentum Holdings, Inc(LITE) | COM | 55024U109 | $1.4K | 16,820 | 0.0% |
| Blackstone Group LP(BX) | COM | 09260D107 | $1.3K | 23,125 | 0.0% |
| Kulicke & Soffa Industries(KLIC) | COM | 501242101 | $277 | 13,300 | 0.0% |