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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | 12.78% | 102,906 | $43,282,053 | 3,044 | 3.05% | $420.6 | 13F |
| TDG | TRANSDIGM GROUP INC | 9.45% | 24,009 | $31,981,163 | 789 | 3.4% | $1332.05 | 13F |
| ECHO | ECHOSTAR CORP | 5.71% | 190,609 | $19,346,814 | 53,365 | 38.88% | $101.5 | 13F |
| AMZN | AMAZON COM INC | 4.72% | 66,992 | $15,966,938 | 7,518 | 12.64% | $238.34 | 13F |
| VEEV | VEEVA SYS INC | 1.02% | 19,483 | $3,457,648 | 10,003 | 105.52% | $177.47 | 13F |
| DHR | DANAHER CORP DEL | 0.2% | 3,579 | $681,641 | 1 | 0.03% | $190.46 | 13F |
| PG | PROCTER & GAMBLE CO | 0.13% | 3,108 | $455,712 | 1 | 0.03% | $146.63 | 13F |
| IWF | ISHARES TR | 0.08% | 2,056 | $255,294 | 1,542 | 300% | $124.17 | 13F |
| VUG | VANGUARD INDEX FDS | 0.08% | 3,246 | $279,610 | 2,705 | 500% | $86.14 | 13F |