Q1 2022 Holdings
Filed 2022-05-16 | 15 holdings | $14.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $8.0M | 72,913 | 53.8% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $6.7M | 29,676 | 45.4% |
| Apple Inc(AAPL) | COM | 037833100 | $14.8K | 84,644 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $12.8K | 46,829 | 0.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $10.1K | 61,323 | 0.1% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $10.0K | 139,735 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.9K | 32,101 | 0.1% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $9.4K | 22,987 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $8.9K | 3,171 | 0.1% |
| Moodys Corp(MCO) | COM | 615369105 | $7.9K | 23,288 | 0.1% |
| Nortonlifelock Inc(GEN) | COM | 668771108 | $7.4K | 278,611 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $7.2K | 12,842 | 0.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $5.2K | 22,778 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $5.1K | 37,980 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $4.8K | 61,007 | 0.0% |