Q1 2023 Holdings
Filed 2023-05-05 | 14 holdings | $53.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $9.0M | 88,000 | 16.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.1M | 28,000 | 15.2% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $6.1M | 33,000 | 11.4% |
| Servicenow Inc(NOW) | COM | 81762P102 | $5.6M | 12,000 | 10.5% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $4.5M | 16,200 | 8.5% |
| Oracle Corp(ORCL) | COM | 68389X105 | $3.3M | 36,000 | 6.3% |
| Pinterest Inc(PINS) | COM | 72352L106 | $2.7M | 100,000 | 5.1% |
| Intuit(INTU) | COM | 461202103 | $2.7M | 6,000 | 5.0% |
| SEA LTD(SE) | COM | 81141R100 | $2.6M | 30,000 | 4.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.5M | 25,000 | 4.6% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $2.1M | 44,000 | 4.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $1.7M | 18,000 | 3.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $1.4M | 6,800 | 2.7% |
| Blackline Inc(BL) | COM | 09239B109 | $940.1K | 14,000 | 1.8% |