SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
50.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 499.79K
Full voting authority
499.79K
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UnitedHealth Group IncSOLE | COM | 35.55K | SH | $9.62M 18.03% | 35.55K | 0.00 | 0.00 |
Guidewire Software IncSOLE | COM | 61.75K | SH | $9.24M 17.31% | 61.75K | 0.00 | 0.00 |
Sprott Physical Gold TrSOLE | UNIT | 224.44K | SH | $7.95M 14.91% | 224.44K | 0.00 | 0.00 |
Veeva Sys IncSOLE | CL A COM | 45.15K | SH | $7.93M 14.87% | 45.15K | 0.00 | 0.00 |
Amazon com Inc.SOLE | COM | 36.03K | SH | $7.50M 14.07% | 36.03K | 0.00 | 0.00 |
Autodesk IncSOLE | COM | 26.22K | SH | $6.28M 11.77% | 26.22K | 0.00 | 0.00 |
Atlassian CorporationSOLE | CL A | 70.64K | SH | $4.82M 9.04% | 70.64K | 0.00 | 0.00 |