Q2 2023 Holdings
Filed 2023-08-11 | 15 holdings | $95.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $10.4M | 36,152 | 10.9% |
| Taiwan Semiconductor Mnftg LTD(TSM) | SPONSORED ADS | 874039100 | $8.7M | 86,484 | 9.1% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $8.4M | 125,637 | 8.8% |
| Netflix Inc(NFLX) | COM | 64110L106 | $7.4M | 16,778 | 7.7% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $7.2M | 56,230 | 7.5% |
| Micron Technology Inc(MU) | COM | 595112103 | $7.2M | 114,074 | 7.5% |
| Apple Inc(AAPL) | COM | 037833100 | $7.2M | 37,090 | 7.5% |
| Salesforce Inc(CRM) | COM | 79466L302 | $5.9M | 27,783 | 6.1% |
| Zoominfo Technologies Inc(GTM) | COMMON Stock | 98980F104 | $5.7M | 225,900 | 6.0% |
| International MNY Express in(IMXI) | COM | 46005L101 | $5.2M | 211,645 | 5.4% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $5.1M | 31,813 | 5.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $4.8M | 11,250 | 5.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $4.7M | 28,048 | 4.9% |
| Oracle Corp(ORCL) | COM | 68389X105 | $4.1M | 34,600 | 4.3% |
| Servicenow Inc(NOW) | COM | 81762P102 | $3.6M | 6,405 | 3.8% |