Q3 2020 Holdings
Filed 2024-09-04 | 14 holdings | $94.8M | 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 | $12.5M | 8,557 | 13.2% |
| Nike Inc(NKE) | CL B | 654106103 | $9.8M | 78,401 | 10.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $9.2M | 2,936 | 9.8% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $8.2M | 33,452 | 8.6% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $8.1M | 41,014 | 8.5% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $7.0M | 86,377 | 7.4% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $6.7M | 9,484 | 7.1% |
| Danaher Corporation(DHR) | COM | 235851102 | $5.4M | 25,300 | 5.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $5.3M | 138,897 | 5.6% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $5.3M | 133,452 | 5.6% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $5.0M | 9,300 | 5.3% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $4.4M | 30,000 | 4.7% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $4.0M | 24,066 | 4.2% |
| Ping Identity Hldg Corp | COM | 72341T103 | $3.7M | 118,000 | 3.9% |