Q2 2022 Holdings
Filed 2022-08-12 | 9 holdings | $11.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $6.9M | 90,000 | 58.1% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $4.9M | 45,000 | 41.7% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $5.0K | 88,000 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $4.7K | 31,000 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $4.4K | 49,000 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $4.2K | 30,000 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $3.9K | 15,000 | 0.0% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $1.9K | 20,000 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $1.7K | 27,000 | 0.0% |