Q1 2022 Holdings
Filed 2022-05-12 | 7 holdings | $27.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $12.2M | 112,000 | 44.5% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $11.6M | 51,000 | 42.1% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $3.6M | 8,000 | 13.3% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $13.8K | 31,000 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $9.3K | 34,000 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $8.0K | 68,000 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $3.7K | 48,000 | 0.0% |