Q1 2023 Holdings
Filed 2023-05-15 | 7 holdings | $101.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $22.3M | 105,000 | 22.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $18.2M | 175,000 | 17.9% |
| ON Hldg AG(ONON) | NAMEN AKT A | H5919C104 | $17.8M | 575,000 | 17.6% |
| Apple Inc(AAPL) | COM | 037833100 | $16.5M | 100,000 | 16.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $10.4M | 50,000 | 10.3% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $8.1M | 132,725 | 8.0% |
| Salesforce Inc(CRM) | COM | 79466L302 | $8.0M | 40,000 | 7.9% |