Q1 2020 Holdings
Filed 2024-05-17 | 8 holdings | $91.0M | 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 | $18.5M | 15,900 | 20.3% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $14.6M | 61,500 | 16.1% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $13.9M | 338,718 | 15.3% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $10.7M | 112,000 | 11.8% |
| Synnex Corp(SNX) | COM | 87162W100 | $8.9M | 121,974 | 9.8% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $8.9M | 308,691 | 9.7% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $8.4M | 1,250,000 | 9.3% |
| Liveperson Inc(LPSNUSD) | COM | 538146101 | $6.9M | 305,468 | 7.6% |