Q1 2025 Holdings
Filed 2025-04-23 | 10 holdings | $16.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| HCA Healthcare ORD(HCA) | COM | 40412C101 | $3.5M | 10,000 | 21.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $2.9M | 15,000 | 17.4% |
| Meta Platform Inc(META) | COM | 30303M102 | $2.3M | 4,000 | 14.1% |
| Visa(VST) | COM | 92840M102 | $2.0M | 9,000 | 12.2% |
| Taiwan Semiconductor(TSM) | SPONSORED ADS | 874039100 | $1.7M | 10,000 | 10.1% |
| TJX Companies Inc New(TJX) | COM | 872540109 | $1.2M | 10,000 | 7.4% |
| Zscaler ORD(ZS) | COM | 98980G102 | $1.2M | 6,000 | 7.3% |
| Snowflake Inc(SNOW) | COM | 833445109 | $877.0K | 6,000 | 5.4% |
| Constellation Energy Corp(CEG) | COM | 21037T109 | $806.5K | 4,000 | 4.9% |