Q4 2022 Holdings
Filed 2023-01-27 | 8 holdings | $20.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Intuit(INTU) | COM | 461202103 | $4.3M | 11,000 | 21.0% |
| Apple Inc(AAPL) | COM | 037833100 | $3.9M | 30,000 | 19.1% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $3.3M | 90,000 | 16.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.2M | 25,000 | 10.8% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $2.2M | 7,000 | 10.7% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $1.6M | 25,000 | 7.9% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $1.6M | 45,000 | 7.7% |
| Salesforce Inc(CRM) | COM | 79466L302 | $1.3M | 10,000 | 6.5% |