Q1 2022 Holdings
Filed 2022-05-16 | 11 holdings | $17.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $15.9M | 35,000 | 90.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $238.0K | 73,000 | 1.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $222.5K | 80,000 | 1.3% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $211.8K | 1,650,000 | 1.2% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $211.2K | 950,000 | 1.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $209.8K | 560,000 | 1.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $206.6K | 670,000 | 1.2% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $204.8K | 4,375,000 | 1.2% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $136.5K | 3,825,000 | 0.8% |
| Visa Inc(V) | COM CL A | 92826C839 | $71.0K | 320,000 | 0.4% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $18.9K | 200,000 | 0.1% |