Fund Name: | Mondrian Capital |
Manager | Tor Minesuk |
Portfolio Value | $404,492,000 |
Change This QTR | +0.94% |
No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | ORCL | 385,000 | $31,851 | NEW | 7.87% | ||
2. | MDB | 62,500 | $27,724 | +79% | 6.85% | ||
3. | PAYC | 80,000 | $27,710 | +129% | 6.85% | ||
4. | PANW | 40,000 | $24,900 | +10% | 6.15% | ||
5. | DDOG | 150,000 | $22,721 | +37% | 5.61% |