Q1 2022 Holdings
Filed 2022-05-16 | 14 holdings | $13.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Costar Group Inc(CSGP) | COM | 22160N109 | $13.2M | 198,286 | 98.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $18.8K | 5,775 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $16.8K | 75,662 | 0.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $16.3K | 13,714 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $15.7K | 5,621 | 0.1% |
| Marketaxess Hldgs Inc(MKTX) | COM | 57060D108 | $11.0K | 32,326 | 0.1% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $10.7K | 107,681 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $9.6K | 82,738 | 0.1% |
| Monster Beverage Corp New(MNST) | COM | 61174X109 | $8.9K | 110,789 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $8.5K | 15,207 | 0.1% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $7.7K | 51,234 | 0.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $7.1K | 31,937 | 0.1% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $6.2K | 37,677 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $3.5K | 29,478 | 0.0% |