Q1 2022 Holdings
Filed 2022-04-27 | 112 holdings | $8.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fortinet Inc(FTNT) | COM | 34959E109 | $3.9K | 11,518 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $6.7K | 24,500 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $12.6K | 71,921 | 0.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $257.0K | 447 | 2.9% |
| Constellation Brand(STZ) | CL A | 21036P108 | $259.0K | 1,128 | 2.9% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $262.0K | 3,090 | 3.0% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $357.0K | 1,885 | 4.1% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $407.0K | 2,374 | 4.6% |
| Boeing Co(BA) | COM | 097023105 | $703.0K | 3,673 | 8.0% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $775.0K | 13,912 | 8.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.5M | 9,526 | 17.5% |
| Advanced Micro Devic(AMD) | COM | 007903107 | $4.2M | 37,965 | 47.2% |