Q2 2024 Holdings
Filed 2024-07-25 | 18 holdings | $269.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $66.1M | 148,001 | 24.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $54.9M | 277,430 | 20.3% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $37.1M | 278,968 | 13.7% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $33.2M | 268,900 | 12.3% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $26.2M | 316,332 | 9.7% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $11.8M | 162,088 | 4.4% |
| Meta Platforms, Inc.(META) | COM | 30303M102 | $7.6M | 15,000 | 2.8% |
| Amazon.com, Inc.(AMZN) | COM | 023135106 | $6.8M | 35,000 | 2.5% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $6.7M | 24,200 | 2.5% |
| Taiwan Semiconductor Manufacturing Company Limited(TSM) | SPONSORED ADS | 874039100 | $4.5M | 26,000 | 1.7% |
| Visa Inc.(V) | CL A COM | 92826C839 | $4.2M | 16,000 | 1.6% |
| Micron Technology, Inc.(MU) | COM | 595112103 | $3.3M | 25,000 | 1.2% |
| HCA Healthcare, Inc.(HCA) | COM | 40412C101 | $3.2M | 10,000 | 1.2% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $1.4M | 8,780 | 0.5% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $1.4M | 7,000 | 0.5% |
| Airbnb, Inc.(ABNB) | CL A COM | 009066101 | $1.1M | 7,000 | 0.4% |
| Zscaler, Inc.(ZS) | COM | 98980G102 | $384.4K | 2,000 | 0.1% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $15.6K | 4,653,746 | 0.0% |