Q4 2021 Holdings
Filed 2022-02-14 | 15 holdings | $23.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $11.6M | 46,479 | 50.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $11.3M | 78,718 | 49.2% |
| Nortonlifelock Inc(GEN) | COM | 668771108 | $15.5K | 595,556 | 0.1% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $13.9K | 158,751 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $13.0K | 140,016 | 0.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $12.7K | 72,116 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $10.8K | 36,666 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $10.8K | 32,019 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $10.6K | 59,669 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $10.4K | 22,002 | 0.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $9.2K | 27,215 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $7.5K | 2,600 | 0.0% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $6.3K | 82,606 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $6.1K | 15,517 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $1.7K | 11,102 | 0.0% |