Q4 2020 Holdings
Filed 2021-02-16 | 8 holdings | $249.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $51.7K | 288,650 | 20.7% |
| Disney Walt Co(DIS) | COM | 254687106 | $45.7K | 252,500 | 18.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $41.0K | 23,400 | 16.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $35.0K | 160,000 | 14.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $32.9K | 243,800 | 13.2% |
| Ribbit Leap LTD | UNIT | G7552B121 | $21.0K | 1,500,000 | 8.4% |
| Frontdoor Inc(FTDR) | COM | 35905A109 | $15.6K | 310,000 | 6.2% |
| Novagold RES Inc(NG) | COM NEW | 66987E206 | $6.4K | 656,971 | 2.6% |