Q1 2023 Holdings
Filed 2023-05-15 | 16 holdings | $84.8M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2023-08-02) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms CL A(META) | CL A | 30303M102 | $11.1M | 52,152 | 13.0% |
| Taiwan Semiconductor Mnftg LTD(TSM) | SPONSORED ADS | 874039100 | $9.3M | 99,464 | 10.9% |
| Micron Technology(MU) | COM | 595112103 | $7.2M | 119,984 | 8.5% |
| Paypal Holdings(PYPL) | COM | 70450Y103 | $7.2M | 95,084 | 8.5% |
| Alphabet CL A(GOOGL) | CAP STK CL A | 02079K305 | $6.1M | 59,137 | 7.2% |
| Apple ORD(AMZN) | COM | 023135106 | $6.1M | 37,000 | 7.2% |
| Apple ORD(AAPL)A | COM | 037833100 | $6.1M | 37,000 | 7.2% |
| International MNY Express(IMXI) | COM | 46005L101 | $5.8M | 226,028 | 6.9% |
| Salesforce(CRM) | COM | 79466L302 | $5.6M | 27,783 | 6.5% |
| Netflix(NFLX) | COM | 64110L106 | $4.5M | 13,044 | 5.3% |
| Zoominfo Technologies Inc(GTM) | COMMON STOCK | 98980F104 | $4.3M | 175,482 | 5.1% |
| Servicenow(NOW) | COM | 81762P102 | $3.8M | 8,105 | 4.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $3.7M | 13,350 | 4.4% |
| Crown Castle(CCI) | COM | 22822V101 | $3.7M | 27,319 | 4.3% |
| Gitlab CL A(GTLB) | CLASS A COM | 37637K108 | $2.7M | 77,530 | 3.1% |
| Zillow Group CL A(ZG) | CL A | 98954M101 | $2.5M | 56,386 | 2.9% |
| Oracle Corp(ORCL) | COM | 68389X105 | $1.3M | 14,200 | 1.6% |