Q4 2023 Holdings
Filed 2024-02-06 | 21 holdings | $56.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | COM | 18915M107 | $29.4M | 352,800 | 52.0% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $21.7M | 147,000 | 38.3% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $2.7M | 18,000 | 4.8% |
| Alphabet Inc(GOOG) | COM | 02079K107 | $2.1M | 15,000 | 3.7% |
| Airbnb Inc(ABNB) | COM | 009066101 | $408.0K | 3,000 | 0.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $55.7K | 148,001 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $53.5K | 215,430 | 0.1% |
| PDD Holdings Inc(PDD) | ADR | 722304102 | $34.9K | 238,818 | 0.1% |
| Snowflake Inc(SNOW) | COM | 833445109 | $27.1K | 136,012 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $20.4K | 39,980 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $16.2K | 32,690 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $7.7K | 124,500 | 0.0% |
| Inmode LTD(INMD) | COM | M5425M103 | $4.5K | 201,700 | 0.0% |
| Meta Platforms Inc(META) | COM | 30303M102 | $4.2K | 12,000 | 0.0% |
| Moderna Inc(MRNA) | COM | 60770K107 | $3.1K | 31,249 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $2.2K | 8,000 | 0.0% |
| Visa Inc-Class A Shares(V) | COM | 92826C839 | $1.8K | 7,000 | 0.0% |
| Estee Lauder Companies(EL) | COM | 518439104 | $1.8K | 12,000 | 0.0% |
| Crowdstrike Holdings Inc(CRWD) | COM | 22788C105 | $1.3K | 5,000 | 0.0% |
| Zscaler Inc(ZS) | COM | 98980G102 | $1.1K | 5,000 | 0.0% |
| Ionq Inc(IONQ) | COM | 46222L108 | $557 | 45,000 | 0.0% |