Q3 2022 Holdings
Filed 2022-10-28 | 58 holdings | $10.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Proshares TR | SHORT QQQ NEW | 74347B714 | $9.2K | 616,400 | 0.1% |
| Appian Corporation(APPN) | CL A | 03782L101 | $200.0K | 4,900 | 2.0% |
| Carmax Inc(KMX) | COM | 143130102 | $297.0K | 4,500 | 2.9% |
| Autodesk Inc(ADSK) | COM | 052769106 | $585.0K | 3,130 | 5.7% |
| Alibaba Group Holding LTD(BABA) | SPONSORED ADS | 01609W102 | $864.0K | 10,800 | 8.4% |
| Bill.com Holdings Inc(BILL) | COM | 090043100 | $887.0K | 6,700 | 8.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.1M | 32,000 | 29.9% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $4.3M | 38,000 | 41.9% |