Q2 2020 Holdings
Filed 2024-09-04 | 13 holdings | $99.2M | 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 | $12.4M | 8,757 | 12.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $11.1M | 4,006 | 11.1% |
| Nike Inc(NKE) | CL B | 654106103 | $10.0M | 102,401 | 10.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $10.0M | 57,514 | 10.1% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $10.0M | 184,452 | 10.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $9.9M | 43,052 | 10.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $6.9M | 12,024 | 6.9% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $6.6M | 86,377 | 6.6% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $5.7M | 40,566 | 5.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $5.6M | 160,697 | 5.7% |
| Ping Identity Hldg Corp | COM | 72341T103 | $5.1M | 160,000 | 5.2% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $4.0M | 30,000 | 4.1% |
| Electronic Arts Inc(EA) | COM | 285512109 | $1.9M | 14,250 | 1.9% |