Q2 2024 Holdings
Filed 2024-08-14 | 13 holdings | $259.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $58.2M | 130,271 | 22.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $43.0M | 85,232 | 16.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $32.2M | 176,821 | 12.4% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $27.7M | 115,214 | 10.7% |
| Salesforce Inc(CRM) | COM | 79466L302 | $27.1M | 105,554 | 10.4% |
| Workday Inc(WDAY) | CL A | 98138H101 | $18.6M | 83,336 | 7.2% |
| Doordash Inc(DASH) | CL A | 25809K105 | $12.7M | 116,535 | 4.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $12.7M | 65,493 | 4.9% |
| Hubspot Inc(HUBS) | COM | 443573100 | $8.9M | 15,092 | 3.4% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $7.9M | 4,814 | 3.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $6.1M | 23,051 | 2.3% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $4.4M | 68,170 | 1.7% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $351.2K | 1,036 | 0.1% |