Q4 2024 Holdings
Filed 2025-02-21 | 12 holdings | $32.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com Inc(AMZN) | COM | 023135106 | $21.9M | 100,000 | 67.6% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $10.4M | 11,350 | 32.1% |
| Palantir Technologies Inc(PLTR) | COM | 69608A108 | $21.6K | 285,000 | 0.1% |
| Roku Inc(ROKU) | COM | 77543R102 | $21.2K | 284,500 | 0.1% |
| Wal-Mart Stores Inc(WMT) | COM | 931142103 | $15.4K | 170,000 | 0.0% |
| TJX Companies Inc(TJX) | COM | 872540109 | $12.1K | 100,000 | 0.0% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $7.3K | 56,000 | 0.0% |
| Hunt (JB) Transprt Svcs Inc(JBHT) | COM | 445658107 | $6.9K | 40,500 | 0.0% |
| Pinterest Inc(PINS) | COM | 72352L106 | $5.9K | 205,024 | 0.0% |
| Marten Transport LTD(MRTN) | COM | 573075108 | $4.7K | 300,000 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $4.5K | 16,000 | 0.0% |
| Dollar General Corp(DG) | COM | 256677105 | $758 | 10,000 | 0.0% |