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Click below to view the decks for our portfolio.
Our Investments
CRM
Salesforce, Inc.
FTNT
Fortinet, Inc.
MSFT
Microsoft Corporation
NTAP
NetApp, Inc.
NVDA
NVIDIA Corporation
VNT
Vontier Corporation
LLY
Eli Lilly and Company
UNH
UnitedHealth Group Incorporated
VTRX
Vertex Pharmaceuticals Incorporated
CAVA
CAVA Group, Inc.
ELF
e.l.f. Beauty, Inc.
RH
Restoration Hardware
CMCSA
Comcast Corporation
DIS
The Walt Disney Company
T
AT&T Inc.
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