Q2 2021 Holdings
Filed 2021-08-12 | 7 holdings | $754.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Godaddy Inc(GDDY) | CL A | 380237107 | $170.8K | 1,963,813 | 22.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $138.5K | 56,708 | 18.4% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $123.4K | 2,083,229 | 16.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $88.5K | 167,600 | 11.7% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $87.2K | 1,209,430 | 11.6% |
| Tucows Inc(TCX) | COM NEW | 898697206 | $78.4K | 975,533 | 10.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $67.5K | 19,628 | 9.0% |