Q2 2018 Holdings
Filed 2018-08-13 | 9 holdings | $612.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $97.7K | 502,990 | 16.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $85.7K | 835,656 | 14.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $84.6K | 408,643 | 13.8% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $83.9K | 1,062,722 | 13.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $69.5K | 62,274 | 11.3% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $61.2K | 262,441 | 10.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $55.9K | 284,399 | 9.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $54.7K | 413,205 | 8.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $18.8K | 16,637 | 3.1% |