Q3 2020 Holdings
Filed 2020-11-12 | 30 holdings | $14.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $9.7M | 19,738 | 67.1% |
| Alibaba Group Holding(BABA) | ADR | 01609W102 | $3.7M | 12,425 | 25.3% |
| Chewy, Inc.(CHWY) | COM | 16679L109 | $910.0K | 16,595 | 6.3% |
| Apple Inc.(AAPL) | COM | 037833100 | $10.6K | 91,853 | 0.1% |
| Thermo Fisher Scientific, Inc.(TMO) | COM | 883556102 | $10.6K | 23,957 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.0K | 42,626 | 0.1% |
| Lam Research Corp.(LRCXEUR) | COM | 512807108 | $8.3K | 24,888 | 0.1% |
| Sea Limited(SE) | ADR | 81141R100 | $8.1K | 52,280 | 0.1% |
| Spdr Gold Shares(GLD) | SHS | 78463V107 | $8.0K | 45,226 | 0.1% |
| Home Depot, Inc.(HD) | COM | 437076102 | $7.9K | 28,585 | 0.1% |
| Veeva Systems Inc.(VEEV) | COM | 922475108 | $7.8K | 27,689 | 0.1% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $7.7K | 96,614 | 0.1% |
| KLA Corporation(KLAC) | COM | 482480100 | $7.7K | 39,640 | 0.1% |
| Applied Materials, Inc.(AMAT) | COM | 038222105 | $7.5K | 126,981 | 0.1% |
| Morgan Stanley(MS) | COM | 617446448 | $7.5K | 156,084 | 0.1% |
| Kansas City Southern | COM | 485170302 | $7.3K | 40,460 | 0.1% |
| Alphabet Inc Class A(GOOGL) | COM | 02079K305 | $7.3K | 4,979 | 0.1% |
| Amazon.com, Inc.(AMZN) | COM | 023135106 | $7.2K | 2,294 | 0.1% |
| Qualcomm Inc.(QCOM) | COM | 747525103 | $7.2K | 60,979 | 0.0% |
| Texas Instruments, Inc.(TXN) | COM | 882508104 | $7.1K | 49,579 | 0.0% |
| Target Corporation(TGT) | COM | 87612E106 | $6.9K | 43,708 | 0.0% |
| salesforce.com Inc.(CRM) | COM | 79466L302 | $6.8K | 26,944 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $6.3K | 22,999 | 0.0% |
| Intuitive Surgical, Inc.(ISRG) | COM | 46120E602 | $5.8K | 8,105 | 0.0% |
| Nasdaq, Inc.(NDAQ) | COM | 631103108 | $5.5K | 45,133 | 0.0% |
| Fabrinet(FN) | COM | G3323L100 | $1.9K | 30,670 | 0.0% |
| iShares Msci Taiwan(EWT) | ETF | 46434G772 | $1.9K | 41,240 | 0.0% |
| VanEck Vectors Vietnam ETF(VNM) | ETF | 92189F817 | $1.7K | 117,793 | 0.0% |
| JD.com Inc.(JD) | ADR | 47215P106 | $1.5K | 19,100 | 0.0% |
| Kulicke & Soffa Industries(KLIC) | COM | 501242101 | $298 | 13,300 | 0.0% |