Q4 2023 Holdings
Filed 2024-02-08 | 11 holdings | $98.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $14.4M | 102,973 | 14.6% |
| Fidelity National Financial(FNF) | FNF GROUP COM | 31620R303 | $11.5M | 225,896 | 11.7% |
| TPG Inc(TPG) | COM CL A | 872657101 | $11.5M | 265,892 | 11.6% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $11.0M | 164,315 | 11.2% |
| Salesforce Inc(CRM) | COM | 79466L302 | $10.4M | 39,500 | 10.5% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $9.1M | 38,411 | 9.3% |
| Servicenow Inc(NOW) | COM | 81762P102 | $7.8M | 11,033 | 7.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $7.7M | 29,613 | 7.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $7.7M | 20,365 | 7.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.1M | 27,263 | 4.2% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $3.3M | 7,752 | 3.4% |