Q1 2024 Holdings
Filed 2024-05-13 | 13 holdings | $69.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $10.8M | 60,000 | 15.6% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $8.3M | 23,100 | 12.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $7.5M | 25,920 | 10.8% |
| Dynatrace Inc(DT) | COM NEW | 268150109 | $6.5M | 140,000 | 9.4% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $5.9M | 30,000 | 8.4% |
| Teradyne Inc(TER) | COM | 880770102 | $5.6M | 50,000 | 8.1% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $4.6M | 75,000 | 6.6% |
| Intel Corp(INTC) | COM | 458140100 | $4.4M | 100,000 | 6.4% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $4.3M | 60,000 | 6.1% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $3.9M | 40,000 | 5.6% |
| Adobe Inc(ADBE) | COM | 00724F101 | $3.5M | 7,000 | 5.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $3.0M | 4,000 | 4.4% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $988.8K | 8,000 | 1.4% |