Q4 2020 Holdings
Filed 2021-02-16 | 18 holdings | $166.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $65.4M | 130,706 | 39.3% |
| Autodesk Inc(ADSK) | COM | 052769106 | $62.1M | 203,254 | 37.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $38.2M | 1,062,458 | 23.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $81.8K | 367,580 | 0.0% |
| Visa Inc(V) | CL A | 92826C839 | $60.1K | 274,550 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $56.0K | 205,009 | 0.0% |
| Intuit Inc(INTU) | COM | 461202103 | $55.7K | 146,665 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $46.1K | 188,200 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $44.5K | 124,800 | 0.0% |
| PayPal Holdings Inc(PYPL) | COM | 70450Y103 | $39.6K | 168,955 | 0.0% |
| salesforce.com Inc(CRM) | COM | 79466L302 | $30.4K | 136,676 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $30.2K | 9,266 | 0.0% |
| Alphabet Inc(GOOGL) | CL A | 02079K305 | $29.9K | 17,055 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $27.3K | 101,750 | 0.0% |
| Black Knight Inc(BKIEUR) | COM | 09215C105 | $18.6K | 210,079 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $9.3K | 44,685 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $3.9K | 16,800 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $3.6K | 14,300 | 0.0% |