Q1 2022 Holdings
Filed 2022-05-16 | 63 holdings | $10.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Disney Walt Co(DIS)Call | COM | 254687106 | $6.9K | 50,000 | 0.1% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $7.7K | 27,500 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $8.2K | 2,500 | 0.1% |
| Zendesk Inc | COM | 98936J101 | $9.6K | 80,000 | 0.1% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $12.4K | 900,000 | 0.1% |
| Deere & Co(DE) | COM | 244199105 | $12.5K | 30,000 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $18.1K | 40,000 | 0.2% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $463.0K | 10,000 | 4.3% |
| CS Disco Inc(LAW) | COM | 126327105 | $1.0M | 30,500 | 9.7% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $1.7M | 40,000 | 15.9% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $2.2M | 13,000 | 21.0% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $2.3M | 10,000 | 21.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.7M | 25,000 | 25.7% |