Q4 2022 Holdings
Filed 2023-02-09 | 7 holdings | $233.6M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2023-08-14) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA)A | SPONSORED ADS | 01609W102 | $53.5M | 607,026 | 22.9% |
| Advanced Micro Devices Inc(AMD)A | COM | 007903107 | $52.3M | 806,715 | 22.4% |
| Alphabet Inc(GOOG)A | CAP STK CL C | 02079K107 | $50.5M | 569,498 | 21.6% |
| Marriott Intl Inc New(MAR)A | CL A | 571903202 | $35.5M | 238,212 | 15.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $18.5M | 220,000 | 7.9% |
| Apple Inc(AAPL)A | COM | 037833100 | $13.3M | 102,000 | 5.7% |
| Tesla Inc(TSLA)A | COM | 88160R101 | $10.2M | 82,500 | 4.3% |