Hedge Fund - Generation Investment Management

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No. Security Ticker Shares Value (x$1000) Activity % Port
1. MSFT 14,947,484 $659,931 +45% 8.84%
2. QCOM 9,267,146 $580,401 +47% 7.77%
3. WAT 3,762,972 $483,090 +1% 6.47%
4. CHKP 5,813,334 $462,451 -11% 6.19%
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