Q2 2023 Holdings
Filed 2023-08-14 | 9 holdings | $222.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $47.4M | 165,000 | 21.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $34.7M | 305,000 | 15.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $29.9M | 250,000 | 13.5% |
| Netflix Inc(NFLX) | COM | 64110L106 | $29.7M | 67,500 | 13.4% |
| ON Hldg AG(ONON) | NAMEN AKT A | H5919C104 | $25.5M | 772,843 | 11.5% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $21.2M | 50,000 | 9.5% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $12.8M | 200,000 | 5.8% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $10.5M | 136,360 | 4.7% |
| Tesla Inc(TSLA) | COM | 88160R101 | $10.5M | 40,000 | 4.7% |