Q1 2023 Holdings
Filed 2023-05-15 | 14 holdings | $114.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $12.3M | 223,720 | 10.7% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $11.9M | 44,464 | 10.4% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $10.8M | 68,353 | 9.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $10.6M | 65,538 | 9.2% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $9.0M | 46,386 | 7.8% |
| Nike Inc(NKE) | CL B | 654106103 | $8.9M | 141,258 | 7.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $8.9M | 117,063 | 7.7% |
| Coca Cola Co(KO) | COM | 191216100 | $8.2M | 142,077 | 7.2% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $7.4M | 119,547 | 6.4% |
| Ferrari NV(RACE) | COM | N3167Y103 | $7.4M | 55,676 | 6.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $6.7M | 89,265 | 5.8% |
| TJX COS Inc New(TJX) | COM | 872540109 | $5.9M | 126,195 | 5.1% |
| Apple Inc(AAPL) | COM | 037833100 | $5.7M | 52,760 | 5.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $1.3M | 3,474 | 1.1% |