Q1 2023 Holdings
Filed 2023-05-15 | 9 holdings | $154.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $25.9M | 90,000 | 16.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $24.3M | 235,000 | 15.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $23.3M | 225,000 | 15.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $20.3M | 90,000 | 13.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $14.5M | 40,000 | 9.4% |
| Apple Inc(AAPL) | COM | 037833100 | $12.4M | 75,000 | 8.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $11.6M | 25,000 | 7.5% |
| Copart Inc(CPRT) | COM | 217204106 | $11.3M | 150,000 | 7.3% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $11.1M | 15,000 | 7.1% |