Q3 2021 Holdings
Filed 2021-11-12 | 7 holdings | $845.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Godaddy Inc(GDDY) | CL A | 380237107 | $172.7K | 2,478,387 | 20.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $162.0K | 60,578 | 19.2% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $133.8K | 2,197,149 | 15.8% |
| Netflix Inc(NFLX) | COM | 64110L106 | $116.3K | 190,500 | 13.8% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $108.1K | 1,557,570 | 12.8% |
| Tucows Inc(TCX) | COM NEW | 898697206 | $83.8K | 1,061,223 | 9.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $68.4K | 20,818 | 8.1% |