Q1 2023 Holdings
Filed 2023-05-15 | 18 holdings | $61.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $8.6M | 38,252 | 14.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.7M | 23,364 | 10.9% |
| Intuit(INTU) | COM | 461202103 | $6.0M | 13,501 | 9.8% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $5.9M | 20,978 | 9.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.9M | 56,783 | 9.5% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $4.2M | 3,214 | 6.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.9M | 37,123 | 6.2% |
| Southwest Airls Co(LUV) | COM | 844741108 | $3.2M | 99,284 | 5.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.2M | 31,317 | 5.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $2.8M | 30,429 | 4.6% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $2.8M | 57,939 | 4.5% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $2.1M | 5,332 | 3.3% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $1.7M | 92,980 | 2.8% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $1.6M | 20,512 | 2.5% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $1.2M | 39,230 | 2.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $1.2M | 17,449 | 1.9% |
| Akoustis Technologies Inc(AKTSQ) | COM | 00973N102 | $387.0K | 125,645 | 0.6% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $337.2K | 1,214 | 0.5% |