Q1 2023 Holdings
Filed 2023-05-05 | 122 holdings | $68.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| UiPath Inc(PATH) | CL A | 90364P105 | $805.0K | 45,843 | 1.2% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $809.1K | 8,255 | 1.2% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $816.0K | 8,544 | 1.2% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $834.8K | 12,354 | 1.2% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $845.7K | 100,088 | 1.2% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $848.0K | 17,688 | 1.2% |
| Schrodinger Inc(SDGR) | COM | 80810D103 | $857.9K | 32,582 | 1.3% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $863.6K | 17,910 | 1.3% |
| Pacific Biosciences of California Inc(PACB) | COM | 69404D108 | $885.1K | 76,431 | 1.3% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $905.3K | 3,259 | 1.3% |
| SolarEdge Technologies Inc(SEDG) | COM | 83417M104 | $915.8K | 3,013 | 1.3% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $962.2K | 8,599 | 1.4% |
| Inspire Medical Systems Inc(INSP) | COM | 457730109 | $973.3K | 4,158 | 1.4% |
| Intuit COM(INTU) | COM | 461202103 | $1.0M | 2,312 | 1.5% |
| TransMedics Group Inc(TMDX) | COM | 89377M109 | $1.1M | 15,176 | 1.7% |
| Madrigal Pharmaceuticals, Inc.(MDGL) | COM | 558868105 | $1.3M | 5,308 | 1.9% |
| Shockwave Medical Inc(SWAVUSD) | COM | 82489T104 | $1.4M | 6,606 | 2.1% |
| Dexcom Inc(DXCM) | COM | 252131107 | $1.5M | 12,542 | 2.1% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $1.5M | 19,732 | 2.2% |
| Block Inc(XYZ) | COM CL A | 852234103 | $1.5M | 22,133 | 2.2% |
| Insulet Corp(PODD) | COM | 45784P101 | $1.5M | 4,772 | 2.2% |
| Shift4 Payments Inc(FOUR) | CL A | 82452J109 | $1.7M | 21,965 | 2.4% |