Q2 2022 Holdings
Filed 2022-08-12 | 160 holdings | $56.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $413.0K | 3,629 | 0.7% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $1.0M | 23,336 | 1.8% |
| Corteva Inc(CTVA) | COM | 22052L104 | $1.0M | 19,079 | 1.8% |
| Cleveland-Cliffs Inc New(CLF) | COM | 185899101 | $1.6M | 106,551 | 2.9% |
| Autozone Inc(AZO) | COM | 053332102 | $2.4M | 1,112 | 4.2% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $3.8M | 34,162 | 6.6% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $4.0M | 84,978 | 7.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $9.3M | 121,546 | 16.4% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $13.5M | 28,078 | 23.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $19.0M | 179,101 | 33.6% |