Q2 2020 Holdings
Filed 2020-07-30 | 170 holdings | $26.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $4.7K | 16,030 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $5.4K | 18,223 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $7.9K | 2,870 | 0.0% |
| Vaneck Vectors ETF TR(ANGL) | FALLEN ANGEL HG | 92189F437 | $7.9K | 276,172 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $13.7K | 37,682 | 0.1% |
| Carnival Corp(CCL) | UNIT 99/99/9999 | 143658300 | $243.0K | 14,823 | 0.9% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $310.0K | 3,441 | 1.2% |
| Beyond Meat Inc(BYND) | COM | 08862E109 | $351.0K | 2,623 | 1.3% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $741.0K | 4,429 | 2.8% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $805.0K | 7,514 | 3.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $812.0K | 15,438 | 3.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $827.0K | 13,008 | 3.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $830.0K | 3,846 | 3.1% |
| Biontech SE(BNTX) | SPONSORED ADS | 09075V102 | $925.0K | 13,865 | 3.4% |
| Chegg Inc(CHGG) | COM | 163092109 | $969.0K | 14,408 | 3.6% |
| Boeing Co(BA) | COM | 097023105 | $1.6M | 8,486 | 5.8% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $1.8M | 49,842 | 6.7% |
| Autodesk Inc(ADSK) | COM | 052769106 | $2.1M | 8,986 | 8.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $6.5M | 14,976 | 24.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $7.7M | 25,437 | 28.8% |