Q1 2023 Holdings
Filed 2023-05-10 | 10 holdings | $1.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $243.6M | 923,966 | 13.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $242.4M | 840,703 | 12.9% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $227.5M | 394,681 | 12.1% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $222.5M | 622,091 | 11.8% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $205.2M | 968,343 | 10.9% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $204.0M | 1,961,083 | 10.8% |
| Blackstone Inc(BX) | COM | 09260D107 | $189.7M | 2,159,128 | 10.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $126.1M | 585,763 | 6.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $121.2M | 1,186,224 | 6.4% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $98.2M | 270,310 | 5.2% |