One01 Capital, LP
Q3 2023 13F Holdings
- Locationburlingame, CA
- Num holdings
18
- Value ($000)
$82,284
- Date Filed11/14/2023
- Form type13F-HR
- CIK0001817181
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $8.26M | 10 % | 26,167 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $7.22M | 9 % | 55,194 | ||
BILL BILL HOLDINGS INC | COM | 090043100 | $7.01M | 9 % | 64,600 | ||
META META PLATFORMS INC | CL A | 30303M102 | $6.88M | 8 % | 22,902 | ||
FMX FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | $6.48M | 8 % | 59,395 | ||
FLEX LTD | ORD | Y2573F102 | $5.51M | 7 % | 204,375 | ||
PANW PALO ALTO NETWORKS INC | COM | 697435105 | $5.42M | 7 % | 23,100 | ||
CHTR CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | $5.37M | 7 % | 12,213 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.36M | 7 % | 42,200 | ||
VMW VMWARE INC | CL A COM | 928563402 | $4.30M | 5 % | 25,800 |
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