Q2 2023 Holdings
Filed 2023-08-11 | 16 holdings | $246.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $34.8M | 72,483 | 14.1% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $20.7M | 39,200 | 8.4% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $20.0M | 113,656 | 8.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $18.8M | 36,072 | 7.6% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $17.2M | 170,900 | 7.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $16.2M | 141,800 | 6.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $16.1M | 67,887 | 6.5% |
| Cadence Design Systems Inc(CDNS) | COM | 127387108 | $15.8M | 67,200 | 6.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $15.0M | 125,013 | 6.1% |
| ON Hldg AG(ONON) | NAMEN AKT A | H5919C104 | $14.5M | 437,900 | 5.9% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $11.8M | 157,176 | 4.8% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $11.6M | 30,643 | 4.7% |
| Intuit(INTU) | COM | 461202103 | $10.4M | 22,600 | 4.2% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $9.5M | 74,425 | 3.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $8.9M | 68,228 | 3.6% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $5.3M | 11,000 | 2.2% |