Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 480,000 | 480,000 | 0 | 57,456 | 62,813 | 29.82% | +5,357 |
| FERGUSON PLC NEW | 300,000 | 300,000 | 0 | 47,193 | 49,341 | 23.42% | +2,148 |
| CLOUDFLARE INC(NET) | 950,000 | 920,000 | -30,000 | 62,102 | 57,997 | 27.53% | -4,105 |
| CREDIT ACCEP CORP MICH(CACC) | 90,000 | 88,000 | -2,000 | 45,714 | 40,491 | 19.22% | -5,223 |