Q1 2019 Holdings
Filed 2019-05-03 | 9 holdings | $650.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $109.9K | 659,414 | 16.9% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $109.7K | 400,650 | 16.9% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $90.0K | 690,574 | 13.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $80.3K | 68,442 | 12.3% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $68.7K | 947,675 | 10.6% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $64.1K | 272,088 | 9.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $61.7K | 395,049 | 9.5% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $46.6K | 266,233 | 7.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $19.4K | 16,457 | 3.0% |