Q1 2023 Holdings
Filed 2023-05-15 | 11 holdings | $1.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $289.2M | 2,800,000 | 15.9% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $250.3M | 700,000 | 13.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $228.2M | 2,200,000 | 12.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $211.9M | 1,000,000 | 11.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $202.9M | 900,000 | 11.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $158.6M | 550,000 | 8.7% |
| Netflix Inc(NFLX) | COM | 64110L106 | $146.8M | 425,000 | 8.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $122.0M | 3,850,000 | 6.7% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $108.6M | 750,000 | 6.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $85.3M | 2,250,000 | 4.7% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $15.4M | 40,000 | 0.8% |