Q2 2024 Holdings
Filed 2024-08-14 | 7 holdings | $261.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amphenol Corp New(APH) | CL A | 032095101 | $52.6M | 781,492 | 20.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $49.7M | 250,945 | 19.0% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $47.5M | 1,608,915 | 18.2% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $46.7M | 234,354 | 17.9% |
| Universal Display Corp(OLED) | COM | 91347P105 | $30.1M | 143,026 | 11.5% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $27.9M | 206,322 | 10.7% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $6.7M | 262,800 | 2.5% |