Q1 2025 Holdings
Filed 2025-04-17 | 4 holdings | $324.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $282.2M | 1,270,400 | 87.1% |
| Affirm Holdings Inc(AFRM) | Cl A | 00827B106 | $25.0M | 553,827 | 7.7% |
| Meta Platforms(META) | Cl A | 30303M102 | $15.0M | 25,969 | 4.6% |
| Twilio Inc(TWLO) | Cl A | 90138F102 | $2.0M | 20,082 | 0.6% |