Q4 2022 Holdings
Filed 2023-02-14 | 14 holdings | $30.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Costar Group Inc(CSGP) | COM | 22160N109 | $11.6M | 149,756 | 37.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $10.3M | 122,740 | 33.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $8.9M | 100,029 | 28.8% |
| Visa Inc(V) | COM CL A | 92826C839 | $10.3K | 49,396 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $10.3K | 12,124 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $9.1K | 23,505 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $8.6K | 103,502 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $7.5K | 31,442 | 0.0% |
| Marketaxess Hldgs Inc(MKTX) | COM | 57060D108 | $7.3K | 26,293 | 0.0% |
| Monster Beverage Corp New(MNST) | COM | 61174X109 | $5.6K | 55,495 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $5.4K | 68,780 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $2.5K | 20,744 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $1.8K | 37,677 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $1.5K | 29,478 | 0.0% |