Q2 2023 Holdings
Filed 2023-07-18 | 116 holdings | $64.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Exact Science Corp(EXAS) | COM | 30063P105 | $949.8K | 10,115 | 1.5% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $959.4K | 2,268 | 1.5% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $981.4K | 8,362 | 1.5% |
| TransMedics Group Inc(TMDX) | COM | 89377M109 | $1.0M | 12,466 | 1.6% |
| Block Inc(XYZ) | COM CL A | 852234103 | $1.1M | 16,069 | 1.7% |
| Shift4 Payments Inc(FOUR) | CL A | 82452J109 | $1.1M | 15,858 | 1.7% |
| Madrigal Pharmaceuticals, Inc.(MDGL) | COM | 558868105 | $1.1M | 4,758 | 1.7% |
| Insulet Corp(PODD) | COM | 45784P101 | $1.1M | 3,855 | 1.7% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $1.1M | 17,304 | 1.7% |
| Inspire Medical Systems Inc(INSP) | COM | 457730109 | $1.2M | 3,553 | 1.8% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $1.2M | 16,982 | 1.8% |
| Dexcom Inc(DXCM) | COM | 252131107 | $1.2M | 9,155 | 1.8% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $1.2M | 18,685 | 1.9% |
| Shockwave Medical Inc(SWAVUSD) | COM | 82489T104 | $1.3M | 4,502 | 2.0% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $1.3M | 84,079 | 2.0% |
| Schrodinger Inc(SDGR) | COM | 80810D103 | $1.5M | 29,319 | 2.3% |