Q2 2025 Holdings
Filed 2025-07-31 | 10 holdings | $32.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platform Inc(META) | COM | 30303M102 | $5.9M | 8,000 | 18.2% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $5.5M | 25,000 | 16.9% |
| HCA Healthcare ORD(HCA) | COM | 40412C101 | $4.6M | 12,000 | 14.2% |
| Taiwan Semiconductor(TSM) | SPONSORED ADS | 874039100 | $3.4M | 15,000 | 10.5% |
| Zscaler ORD(ZS) | COM | 98980G102 | $3.1M | 10,000 | 9.7% |
| Visa(VST) | COM | 92840M102 | $2.8M | 8,000 | 8.7% |
| Alphabet Inc(GOOGL) | COM | 02079K305 | $2.7M | 15,000 | 8.2% |
| Snowflake Inc(SNOW) | COM | 833445109 | $2.2M | 10,000 | 6.9% |
| TJX Companies Inc New(TJX) | COM | 872540109 | $1.2M | 10,000 | 3.8% |
| Constellation Energy Corp(CEG) | COM | 21037T109 | $968.3K | 3,000 | 3.0% |