Q1 2022 Holdings
Filed 2022-04-14 | 207 holdings | $60.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $1.7M | 16,000 | 2.9% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $2.8M | 41,586 | 4.6% |
| Autodesk Inc(ADSK) | COM | 052769106 | $4.3M | 19,831 | 7.1% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $7.3M | 167,087 | 12.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $8.6M | 78,806 | 14.3% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $10.9M | 23,833 | 18.1% |
| Boeing Co(BA) | COM | 097023105 | $16.3M | 84,947 | 27.1% |