Q4 2022 Holdings
Filed 2023-02-14 | 6 holdings | $67.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $19.7M | 95,000 | 29.3% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $15.7M | 25,000 | 23.3% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $15.6M | 45,000 | 23.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.0M | 25,000 | 8.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $5.3M | 60,000 | 7.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.0M | 60,000 | 7.5% |