Q4 2020 Holdings
Filed 2024-08-22 | 14 holdings | $89.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nike Inc(NKE) | CL B | 654106103 | $11.1M | 78,401 | 12.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $11.0M | 6,257 | 12.3% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $9.6M | 41,014 | 10.7% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $8.1M | 22,752 | 9.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $7.8M | 9,484 | 8.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.0M | 1,856 | 6.8% |
| Danaher Corporation(DHR) | COM | 235851102 | $5.6M | 25,300 | 6.3% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $5.2M | 200,000 | 5.8% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $4.9M | 9,300 | 5.4% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $4.7M | 50,777 | 5.3% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $4.6M | 22,066 | 5.1% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $4.2M | 30,000 | 4.7% |
| Ping Identity Hldg Corp | COM | 72341T103 | $3.4M | 118,000 | 3.8% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $3.3M | 90,897 | 3.7% |