Q4 2022 Holdings
Filed 2023-02-14 | 11 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $285.6M | 3,400,000 | 17.7% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $216.6M | 1,800,000 | 13.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $209.8M | 875,000 | 13.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $209.5M | 2,375,000 | 13.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $177.6M | 855,000 | 11.0% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $164.5M | 485,000 | 10.2% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $119.9M | 4,850,000 | 7.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $110.6M | 375,000 | 6.8% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $78.7M | 2,250,000 | 4.9% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $28.0M | 200,000 | 1.7% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $13.5M | 40,000 | 0.8% |