Q4 2020 Holdings
Filed 2021-02-12 | 6 holdings | $402.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Godaddy Inc(GDDY) | CL A | 380237107 | $113.6K | 1,369,582 | 28.2% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $81.3K | 2,008,219 | 20.2% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $70.4K | 967,650 | 17.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $57.4K | 32,748 | 14.3% |
| Tucows Inc(TCX) | COM NEW | 898697206 | $40.5K | 547,684 | 10.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $39.1K | 11,998 | 9.7% |