Q1 2024 Holdings
Filed 2024-05-15 | 13 holdings | $322.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $65.4M | 155,241 | 20.3% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $57.4M | 118,307 | 17.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $42.4M | 281,236 | 13.2% |
| Salesforce Inc(CRM) | COM | 79466L302 | $31.1M | 103,334 | 9.7% |
| Monday.com LTD(MNDY) | SHS | M7S64H106 | $29.2M | 129,314 | 9.1% |
| Workday Inc(WDAY) | CL A | 98138H101 | $21.5M | 78,856 | 6.7% |
| Hubspot Inc(HUBS) | COM | 443573100 | $21.1M | 33,624 | 6.5% |
| Doordash Inc(DASH) | CL A | 25809K105 | $17.3M | 125,920 | 5.4% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $13.1M | 72,638 | 4.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $7.3M | 4,803 | 2.3% |
| Visa Inc-Class A Shares(V) | COM CL A | 92826C839 | $7.1M | 25,586 | 2.2% |
| Taiwan Semiconductor(TSM) | SPONSORED ADS | 874039100 | $5.6M | 40,920 | 1.7% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $3.8M | 68,170 | 1.2% |