Q1 2023 Holdings
Filed 2023-05-15 | 57 holdings | $72.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $2.3M | 13,882 | 3.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.4M | 23,150 | 3.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.4M | 10,651 | 3.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $2.5M | 26,878 | 3.4% |
| Affirm Hldgs Inc | NOTE 11/1 | 00827BAB2 | $2.8M | $4,285,000 | 3.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.8M | 9,845 | 3.9% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $4.4M | 12,031 | 6.0% |