Q4 2020 Holdings
Filed 2021-02-12 | 6 holdings | $207.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Disney Walt Co(DIS) | COM | 254687106 | $44.4K | 244,803 | 21.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $43.0K | 24,539 | 20.7% |
| Trane Technologies PLC(TT) | SHS | G8994E103 | $41.5K | 285,759 | 20.0% |
| Equifax Inc(EFX) | COM | 294429105 | $39.2K | 203,226 | 18.9% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $32.0K | 752,212 | 15.4% |
| GSX Techedu Inc(GOTU)Put | SPONSORED ADS | 36257Y109 | $7.3K | 142,000 | 3.5% |