Q3 2024 Holdings
Filed 2024-11-14 | 8 holdings | $45.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $10.8M | 25,000 | 23.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $9.3M | 50,000 | 20.3% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $7.1M | 5,000 | 15.6% |
| Vaneck ETF Trust(SMH) | SEMICONDUCTR ETF | 92189F676 | $6.1M | 25,000 | 13.4% |
| Copart Inc(CPRT) | COM | 217204106 | $4.5M | 85,000 | 9.7% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $3.6M | 30,000 | 8.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.3M | 20,000 | 7.2% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $1.1M | 10,000 | 2.3% |