Q2 2020 Holdings
Filed 2020-08-11 | 276 holdings | $43.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $3.3K | 18,424 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $3.4K | 8,272 | 0.0% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $3.5K | 32,209 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $3.5K | 49,731 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $3.5K | 15,424 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $3.5K | 37,899 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $3.6K | 61,764 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $3.6K | 20,963 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $3.6K | 39,388 | 0.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $3.7K | 71,749 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $3.7K | 16,698 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $3.7K | 94,299 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $3.7K | 62,288 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $3.7K | 67,587 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $3.8K | 32,005 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $3.8K | 19,195 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $3.9K | 128,214 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $3.9K | 38,761 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $3.9K | 14,079 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $4.0K | 22,402 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $4.0K | 23,902 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $4.3K | 58,546 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $4.3K | 10,657 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $4.4K | 186,810 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $4.5K | 35,826 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $4.6K | 24,302 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $4.7K | 120,431 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $4.7K | 4,770 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $4.8K | 10,450 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $4.8K | 29,039 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $5.0K | 111,043 | 0.0% |
| Illinois Tool WKS Inc(ITW) | COM | 452308109 | $5.3K | 30,364 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $6.0K | 23,491 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $6.0K | 21,988 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $6.4K | 29,704 | 0.0% |
| Price T Rowe Group Inc(TROW) | COM | 74144T108 | $6.5K | 52,510 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $6.7K | 77,600 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $6.8K | 7,163 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $7.3K | 46,685 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $7.6K | 98,883 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $7.7K | 152,873 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $7.9K | 80,677 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $8.1K | 22,306 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $8.4K | 151,828 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $8.4K | 257,098 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $9.0K | 48,927 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $9.3K | 116,605 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $9.5K | 129,753 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $9.8K | 33,066 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $10.2K | 43,369 | 0.0% |