Q3 2022 Holdings
Filed 2022-11-09 | 58 holdings | $320.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $73.8K | 415,600 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $106.9K | 400,450 | 0.0% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $7.0M | 335,700 | 2.2% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $17.9M | 65,000 | 5.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $45.2M | 400,000 | 14.1% |
| Carmax Inc(KMX) | COM | 143130102 | $52.5M | 795,300 | 16.4% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $86.9M | 1,247,700 | 27.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $109.6M | 1,140,060 | 34.2% |