Q2 2023 Holdings
Filed 2023-08-14 | 12 holdings | $49.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Oracle Corp(ORCL) | COM | 68389X105 | $6.0M | 50,000 | 12.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $5.4M | 16,000 | 11.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $5.2M | 32,000 | 10.4% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $5.0M | 44,000 | 10.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $5.0M | 60,000 | 10.1% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $4.9M | 12,000 | 9.9% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $4.8M | 5,500 | 9.6% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $4.2M | 110,000 | 8.5% |
| Servicenow Inc(NOW) | COM | 81762P102 | $2.9M | 5,100 | 5.8% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $2.6M | 26,000 | 5.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.1M | 5,000 | 4.3% |
| Adobe ORD(ADBE) | COM | 00724F101 | $1.6M | 3,300 | 3.2% |