Q4 2022 Holdings
Filed 2023-02-13 | 15 holdings | $67.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $9.2M | 76,859 | 13.7% |
| International MNY Express in(IMXI) | COM | 46005L101 | $7.7M | 315,767 | 11.4% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $6.1M | 81,434 | 9.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $5.7M | 113,544 | 8.4% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $4.9M | 68,924 | 7.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $4.9M | 55,437 | 7.3% |
| Salesforce Inc(CRM) | COM | 79466L302 | $4.6M | 34,683 | 6.8% |
| Netflix Inc(NFLX) | COM | 64110L106 | $4.2M | 14,244 | 6.2% |
| Servicenow Inc(NOW) | COM | 81762P102 | $3.8M | 9,805 | 5.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.6M | 43,413 | 5.4% |
| Gitlab Inc(GTLB) | CLASS A COM | 37637K108 | $3.6M | 79,705 | 5.4% |
| Crown Castle Inc(CCI) | COM | 22822V101 | $3.1M | 23,019 | 4.6% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $2.8M | 90,986 | 4.2% |
| Block Inc(XYZ) | CL A | 852234103 | $2.0M | 31,826 | 3.0% |
| Doordash Inc(DASH) | CL A | 25809K105 | $1.1M | 23,215 | 1.7% |