Q1 2023 Holdings
Filed 2023-05-15 | 11 holdings | $387.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $87.3M | 302,974 | 22.5% |
| Salesforce Inc(CRM) | COM | 79466L302 | $74.9M | 374,960 | 19.3% |
| Ryanair Holdings PLC(RYAAY) | SPONSORED ADS | 783513203 | $55.0M | 582,850 | 14.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $45.4M | 437,942 | 11.7% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $39.5M | 58,963 | 10.2% |
| Carmax Inc(KMX) | COM | 143130102 | $23.1M | 358,698 | 6.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $19.3M | 225,066 | 5.0% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $15.0M | 395,000 | 3.9% |
| Union PAC Corp(UNP) | COM | 907818108 | $11.9M | 58,900 | 3.1% |
| Intuit(INTU) | COM | 461202103 | $10.1M | 22,635 | 2.6% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $6.1M | 91,150 | 1.6% |