Q4 2021 Holdings
Filed 2022-02-08 | 157 holdings | $10.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Costco Whsl Corp New(COST) | COM | 22160K105 | $317.0K | 558 | 3.0% |
| Cameco Corp(CCJ) | COM | 13321L108 | $411.0K | 18,857 | 3.9% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $999.0K | 25,711 | 9.5% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $1.7M | 11,896 | 16.2% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $1.8M | 11,067 | 17.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $2.2M | 35,034 | 21.1% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $2.7M | 14,561 | 25.7% |