Q1 2023 Holdings
Filed 2023-05-11 | 52 holdings | $125.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $9.7M | 13,187 | 7.7% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $11.6M | 90,651 | 9.2% |