Q1 2024 Holdings
Filed 2024-05-15 | 8 holdings | $323.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corp(NVDA) | COM | 67066G104 | $65.1M | 72,060 | 20.1% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $64.8M | 401,129 | 20.0% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $52.8M | 1,729,398 | 16.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $37.8M | 214,760 | 11.7% |
| Amphenol Corp New(APH) | CL A | 032095101 | $32.8M | 284,492 | 10.1% |
| Informatica Inc(INFA1EUR) | COM CL A | 45674M101 | $30.8M | 880,141 | 9.5% |
| Gigacloud Technology Inc(GCT) | CLASS A ORD | G38644103 | $20.0M | 748,573 | 6.2% |
| Elasitc N V(ESTC) | ORD SHS | N14506104 | $19.6M | 195,372 | 6.1% |