Q3 2020 Holdings
Filed 2024-05-17 | 10 holdings | $184.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $35.1M | 2,244,542 | 19.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $22.1M | 112,000 | 12.0% |
| Upwork Inc(UPWK) | COM | 91688F104 | $20.3M | 1,165,988 | 11.1% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $19.2M | 313,347 | 10.4% |
| Deciphera Pharmaceuticals in(DCPHEUR) | COM | 24344T101 | $17.6M | 344,026 | 9.6% |
| Synnex Corp(SNX) | COM | 87162W100 | $17.1M | 121,974 | 9.3% |
| Liveperson Inc(LPSNUSD) | COM | 538146101 | $16.2M | 312,255 | 8.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $14.4M | 9,770 | 7.8% |
| Kodiak Sciences Inc(KOD) | COM | 50015M109 | $11.4M | 193,014 | 6.2% |
| GLU Mobile Inc(GLUU) | COM | 379890106 | $10.6M | 1,378,934 | 5.8% |