Q4 2024 Holdings
Filed 2025-02-07 | 13 holdings | $31.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platform Inc(META) | COM | 30303M102 | $6.4M | 11,000 | 20.3% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $6.1M | 28,000 | 19.4% |
| Visa(VST) | COM | 92840M102 | $4.7M | 15,000 | 15.0% |
| Taiwan Semiconductor MFG Co(TSM) | SPONSORED ADS | 874039100 | $3.2M | 16,000 | 10.0% |
| HCA Healthcare ORD(HCA) | COM | 40412C101 | $2.4M | 8,000 | 7.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.7M | 4,000 | 5.3% |
| CMI Cummins Inc(CMI) | COM | 231021106 | $1.4M | 4,000 | 4.4% |
| TJX Companies Inc New(TJX) | COM | 872540109 | $1.2M | 10,000 | 3.8% |
| Saia Inc(SAIA) | COM | 78709Y105 | $1.1M | 2,500 | 3.6% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $1.1M | 10,000 | 3.5% |
| Zscaler ORD(ZS) | COM | 98980G102 | $1.1M | 6,000 | 3.4% |
| Snow Snowflake Inc(SNOW) | COM | 833445109 | $617.6K | 4,000 | 1.9% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $581.9K | 6,000 | 1.8% |