13F

Investor

13F book

$185.4M

Positions

77

5 new · 14 sold

Largest name

9.1%

Microsoft Corp · MSFT

Est. mark

−$60.1M

Price effect on 72 names still held. Flow −$8.89M.
NameTickerSharesValueWeightEst. markChange
Microsoft CorpMSFT65.8K$16.9M9.1%−$3.39MCut−$6.74M
Alphabet Inc6.56K$14.3M7.7%−$3.95MCut−$4.66M
Jpmorgan Chase & Co.65.2K$7.35M4.0%−$1.36MAdded−$486K
Cvs Health CorpCVS77.8K$7.21M3.9%−$665.2KCut−$1.55M
Honeywell Intl Inc33.1K$5.75M3.1%−$671.9KAdded−$541.6K
Apple Inc.AAPL40.9K$5.59M3.0%−$1.55MCut−$1.86M
Amazon Com IncAMZN48.5K$5.16M2.8%−$9.87MAdded−$5.05M
Taiwan Semiconductor Mfg Ltd62K$5.07M2.7%−$1.4MCut−$1.4M
Intercontinental Exchange In53.8K$5.06M2.7%−$2.05MCut−$2.14M
Fortinet, Inc.FTNT87.1K$4.93M2.7%−$5.22MAdded−$1.33M
Lam Research CorpLRCX11K$4.68M2.5%−$1.11MAdded−$699K
Franco Nev Corp34.1K$4.49M2.4%−$954.2KCut−$1.51M
Bank America Corp143.9K$4.48M2.4%−$1.45MCut−$1.55M
Crowdstrike Hldgs Inc26.5K$4.47M2.4%−$1.28MAdded−$494.1K
Nvidia CorpNVDA29.3K$4.44M2.4%−$2.55MAdded−$1.3M
Starbucks CorpSBUX58.1K$4.44M2.4%−$821.2KAdded−$683.7K
Nextera Energy Inc53.7K$4.16M2.2%−$389.3KCut−$396.6K
Newmont Corp68.1K$4.06M2.2%−$1.35MCut−$1.66M
Disney Walt Co42.4K$4M2.2%−$1.76MAdded−$1.63M
Novo-Nordisk A S32.2K$3.59M1.9%$12.2KCut−$821.3K
Mastercard IncMA10.3K$3.25M1.8%−$432KCut−$506K
Fedex CorpFDX14K$3.16M1.7%New
Wells Fargo Co New77.7K$3.04M1.6%−$440.5KAdded$744.9K
Adobe Inc.ADBE8.13K$2.98M1.6%−$728.2KCut−$860.3K
Meta Platforms, Inc.META17.8K$2.87M1.5%−$1.09MCut−$2.63M
Stanley Black & Decker, Inc.SWK23.1K$2.42M1.3%−$807.8KCut−$884.6K
3M COMMM18.7K$2.42M1.3%−$116.8KAdded$1.53M
Barrick Gold Corp128.3K$2.27M1.2%−$877.6KCut−$1.03M
Morgan Stanley28.8K$2.19M1.2%−$179KAdded$813.1K
Costco Whsl Corp New4.38K$2.1M1.1%−$422.8KCut−$1.72M
Fiserv IncFISV22.3K$1.98M1.1%−$269.5KAdded−$216.1K
Veeva Sys Inc9.85K$1.95M1.1%−$142KCut−$300.3K
Mercadolibre IncMELI3.03K$1.93M1.0%−$1.67MCut−$1.83M
Solaredge Technologies, Inc.SEDG6.7K$1.83M1.0%−$326.1KCut−$616.8K
Unitedhealth Group IncUNH2.96K$1.52M0.8%$10.8KCut−$81K
Block Inc24.4K$1.5M0.8%−$1.81MCut−$3.27M
Citigroup Inc32.2K$1.48M0.8%−$201.6KAdded$28.4K
Jd.Com Inc23K$1.48M0.8%$146.1KHeld
Annaly Cap Mgmt Inc240K$1.42M0.8%−$197.7KAdded$186.4K
Becton Dickinson & CoBDX5.27K$1.3M0.7%−$67.5KCut−$1.15M
Thermo Fisher Scientific Inc.TMO2.11K$1.15M0.6%−$100.1KCut−$395.5K
Teladoc Health, Inc.TDOC34.4K$1.14M0.6%−$1.34MCut−$1.34M
American Tower Corp New4.45K$1.14M0.6%$19.5KCut−$81K
Agnc Invt Corp100K$1.11M0.6%−$137KAdded$222.8K
UiPath, Inc.PATH56.1K$1.02M0.6%−$159.6KAdded$7.55K
Paypal Hldgs Inc13.4K$933.1K0.5%−$612.1KHeld
Marvell Technology, Inc.MRVL21.2K$922.4K0.5%−$564.7KAdded−$514.7K
Bristol-Myers Squibb Co11.2K$862.4K0.5%$44.5KCut−$1.93M
Baidu Inc5.76K$856.7K0.5%$94.6KHeld
StoneCo Ltd.STNE108.4K$834.5K0.4%−$350.8KAdded−$191.5K
Sea LtdSE11.8K$786.6K0.4%−$583.1KAdded−$533K
Danaher Corporation2.9K$735.2K0.4%−$115.4KHeld
Paramount Global29.4K$724.8K0.4%−$385.6KCut−$387K
Roku, IncROKU8.69K$714.1K0.4%−$374.8KCut−$407.7K
Agnico Eagle Mines LtdAEM15K$686.4K0.4%−$232.2KCut−$649.9K
Cognizant Technology Solutio10K$674.9K0.4%−$221.8KHeld
Constellation Brands, Inc.STZ2.75K$640.9K0.3%$7.54KCut−$280.4K
Pfizer IncPFE11.4K$598.2K0.3%New
Comcast Corp New15.1K$592.7K0.3%−$114.5KCut−$165.1K
Palantir Technologies Inc.PLTR63.5K$576.3K0.3%−$296.1KCut−$503.6K
Pan Amern Silver Corp28.2K$554.3K0.3%−$215KCut−$215.8K
SLR Investment Corp.SLRC37K$541.3K0.3%New
Stem, Inc.STEM70.1K$502.1K0.3%−$270KCut−$273.3K
Anglogold Ashanti Limited33K$488.1K0.3%−$293.7KHeld
Lauder Estee Cos Inc1.53K$389.6K0.2%−$25.9KAdded−$10.4K
Trade Desk, Inc.TTD8.82K$369.5K0.2%−$241.3KCut−$407.8K
Mp Materials Corp11K$352.9K0.2%−$277.9KHeld
Unity Software Inc.U9.25K$340.5K0.2%−$547KAdded−$529.4K
Wejo Group Limited279.5K$332.6K0.2%New
Sibanye Stillwater Ltd32K$319K0.2%−$200.3KHeld
Rocket Lab Usa Inc73.3K$277.9K0.1%−$312.4KCut−$313.6K
Jumia Technologies AgJMIA45.1K$273.6K0.1%−$158.9KCut−$160.3K
Digital Turbine, Inc.APPS12.6K$219.2K0.1%−$319.5KAdded−$312.2K
Farfetch Ltd21.3K$152.5K0.1%−$169.5KHeld
Warner Bros. Discovery, Inc.WBD11.2K$150.7K0.1%New
Redwire CorpRDW46.9K$142.6K0.1%−$255.2KCut−$255.8K
Vuzix CorpVUZI12.6K$89.2K0.0%$6.28KCut$6.23K

Positions as of Q2 2022. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.