Q3 2021 Holdings
Filed 2021-11-15 | 15 holdings | $30.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $14.9M | 55,742 | 49.4% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $9.8M | 95,347 | 32.6% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $5.3M | 47,239 | 17.7% |
| Nortonlifelock Inc(GEN) | COM | 668771108 | $15.3K | 602,881 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $13.0K | 46,036 | 0.0% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $12.2K | 202,994 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $12.0K | 4,490 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $11.8K | 56,848 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $10.4K | 24,483 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $10.3K | 29,068 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $9.6K | 30,261 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $9.3K | 55,280 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $9.2K | 28,930 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $5.6K | 79,268 | 0.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $4.9K | 16,039 | 0.0% |