Q1 2023 Holdings
Filed 2023-05-09 | 24 holdings | $255.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $47.0M | 162,901 | 18.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $38.8M | 187,230 | 15.2% |
| Snowflake Inc(SNOW) | COM | 833445109 | $35.0M | 226,812 | 13.7% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $25.5M | 260,000 | 10.0% |
| Nvidia corp(NVDA) | COM | 67066G104 | $21.4M | 112,950 | 8.4% |
| Cloudflare Inc(NET) | COM | 18915M107 | $20.1M | 325,800 | 7.9% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $13.0M | 408,900 | 5.1% |
| Pinduoduo Inc(PDD) | ADR | 722304102 | $11.3M | 149,018 | 4.4% |
| Lululemon ATH(LULU) | COM | 550021109 | $7.2M | 19,830 | 2.8% |
| Inmode Ltd | COM | 001159599 | $6.8M | 213,354 | 2.7% |
| Moderna inc(MRNA) | COM | 60770K107 | $6.3M | 41,049 | 2.5% |
| Taiwan Semiconductor-Sp(TSM) | ADR | 874039100 | $5.0M | 54,000 | 2.0% |
| Meta Platforms Inc(META) | COM | 30303M102 | $4.7M | 22,000 | 1.8% |
| Visa(V) | COM | 92826C839 | $2.3M | 10,000 | 0.9% |
| Baidu Inc(BIDUN) | ADR | 056752108 | $2.0M | 13,000 | 0.8% |
| Estee Lauder(EL) | COM | 518439104 | $1.7M | 7,000 | 0.7% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.6M | 15,000 | 0.6% |
| Maxeon Solar Technologie | COM | XZ2533631 | $1.3M | 49,000 | 0.5% |
| Airbnb Inc(ABNB) | COM | 009066101 | $1.2M | 10,000 | 0.5% |
| Nike Inc(NKE) | COM | 654106103 | $1.2M | 10,000 | 0.5% |
| Analog Devices(ADI) | COM | 032654105 | $788.9K | 4,000 | 0.3% |
| Crispr Therapeutics AG | COM | 033408113 | $581.2K | 12,850 | 0.2% |
| Intellia Therapeutics Inc(NTLA) | COM | 45826J105 | $549.7K | 14,750 | 0.2% |
| ON Semiconductor(ON) | COM | 682189105 | $411.6K | 5,000 | 0.2% |