Q2 2021 Holdings
Filed 2021-08-16 | 17 holdings | $41.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $15.6M | 85,369 | 37.4% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $15.2M | 161,581 | 36.3% |
| Brooks Automation Inc New(AZTA) | COM | 114340102 | $10.8M | 113,693 | 25.9% |
| Nortonlifelock Inc(GEN) | COM | 668771108 | $18.5K | 680,246 | 0.0% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $15.4K | 264,602 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $14.7K | 85,576 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $13.4K | 5,351 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $12.6K | 30,603 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $12.5K | 15,641 | 0.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $10.9K | 45,144 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $10.9K | 27,647 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $10.6K | 29,275 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $10.1K | 36,774 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $9.3K | 14,323 | 0.0% |
| IAC Interactivecorp New(IAC) | COM NEW | 44891N208 | $7.0K | 45,166 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $6.8K | 80,487 | 0.0% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $5.1K | 41,613 | 0.0% |