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| Name: |
One01 Capital LP |
| City: |
BURLINGAME |
| State: |
CA |
| Zip: |
94010 |
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data |
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| Holdings
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6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
1 |
- |
$420.21 |
$8,262,000 |
26,167 |
10.04% |
702,000 |
3,968 |
0 |
Application Software |
|
|
FB |
Meta Platforms Inc |
4 |
- |
$471.91 |
$6,875,000 |
22,902 |
8.36% |
396,000 |
326 |
0.001 |
Internet Service Prov... |
|
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PANW |
Palo Alto Networks Inc |
7 |
- |
$317.85 |
$5,416,000 |
23,100 |
6.58% |
459,000 |
3,700 |
0.008 |
Networking & Communic... |
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NVDA |
NVIDIA Corporation |
12 |
- |
$924.79 |
$3,510,000 |
8,070 |
4.27% |
1,860,000 |
4,170 |
0 |
Semiconductor - Speci... |
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CX |
CEMEX S.A. de C.V. (ADR) |
13 |
- |
$7.79 |
$3,178,000 |
488,988 |
3.86% |
650,000 |
131,915 |
0.071 |
General Building Mate... |
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SNOW |
Snowflake Inc. |
14 |
- |
$161.86 |
$2,704,000 |
17,700 |
3.29% |
1,296,000 |
9,700 |
0.006 |
N/A |
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