Q4 2019 Holdings
Filed 2024-05-17 | 8 holdings | $114.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $21.3M | 15,900 | 18.6% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $16.4M | 1,250,000 | 14.3% |
| Synnex Corp(SNX) | COM | 87162W100 | $15.7M | 121,974 | 13.7% |
| GLU Mobile Inc(GLUU) | COM | 379890106 | $15.3M | 2,535,000 | 13.4% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $13.7M | 190,000 | 12.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $13.5M | 61,500 | 11.8% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $12.1M | 112,000 | 10.6% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $6.6M | 105,867 | 5.8% |