Q2 2023 Holdings
Filed 2023-08-11 | 3 holdings | $22.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coherent Corp(COHR) | COM | 19247G107 | $10.0M | 196,065 | 45.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $9.1M | 21,494 | 41.0% |
| Freshworks Inc(FRSH) | COM | 358054104 | $3.1M | 176,000 | 13.9% |