Q2 2020 Holdings
Filed 2020-08-06 | 9 holdings | $923.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $132.6K | 651,518 | 14.4% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $128.4K | 354,319 | 13.9% |
| Facebook Inc(META) | CL A | 30303M102 | $122.4K | 538,946 | 13.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $117.2K | 82,886 | 12.7% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $109.0K | 222,085 | 11.8% |
| Blackstone Group Inc(BX) | COM CL A | 09260D107 | $81.5K | 1,438,992 | 8.8% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $78.4K | 807,483 | 8.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $77.7K | 402,283 | 8.4% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $76.1K | 257,376 | 8.2% |