Q1 2021 Holdings
Filed 2021-05-14 | 7 holdings | $484.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Godaddy Inc(GDDY) | CL A | 380237107 | $122.2K | 1,574,458 | 25.2% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $98.1K | 2,008,219 | 20.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $77.5K | 37,558 | 16.0% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $70.4K | 1,008,080 | 14.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $52.9K | 17,088 | 10.9% |
| Tucows Inc(TCX) | COM NEW | 898697206 | $46.7K | 603,131 | 9.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $17.1K | 32,700 | 3.5% |