1623 Capital

1623 Capital as of March 31, 2020

Portfolio Holdings for 1623 Capital

1623 Capital holds 31 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pinterest Inc Cl A (PINS) 59.0 $143M 93k 1543.72
Veeva Sys Inc cl a (VEEV) 2.2 $5.3M 34k 156.37
Equinix (EQIX) 2.2 $5.3M 8.5k 624.56
American Tower Reit (AMT) 2.0 $4.8M 22k 217.73
Amazon (AMZN) 2.0 $4.8M 2.4k 1949.61
Medtronic (MDT) 1.8 $4.4M 49k 90.17
Intel Corporation (INTC) 1.8 $4.3M 80k 54.12
Dollar General (DG) 1.8 $4.3M 28k 151.01
Servicenow (NOW) 1.7 $4.2M 15k 286.61
Broadridge Financial Solutions (BR) 1.7 $4.2M 44k 94.83
Visa (V) 1.7 $4.0M 25k 161.13
Apple (AAPL) 1.6 $3.9M 15k 254.29
Moody's Corporation (MCO) 1.6 $3.8M 18k 211.52
Alcon (ALC) 1.5 $3.7M 73k 50.81
Facebook Inc cl a (META) 1.5 $3.6M 22k 166.79
Adobe Systems Incorporated (ADBE) 1.4 $3.4M 11k 318.24
Charles Schwab Corporation (SCHW) 1.4 $3.4M 101k 33.62
American Express Company (AXP) 1.4 $3.3M 39k 85.61
Cme (CME) 1.4 $3.3M 19k 172.92
Paycom Software (PAYC) 1.3 $3.3M 16k 201.98
MasterCard Incorporated (MA) 1.2 $2.8M 12k 241.53
Square Inc cl a (XYZ) 1.2 $2.8M 53k 52.38
Zscaler Incorporated (ZS) 1.1 $2.6M 42k 60.86
Zoetis Inc Cl A (ZTS) 1.0 $2.3M 20k 117.67
iShares S&P SmallCap 600 Index (IJR) 1.0 $2.3M 41k 56.10
NVR (NVR) 0.9 $2.2M 843.00 2569.39
Verisk Analytics (VRSK) 0.8 $2.0M 14k 139.38
Zebra Technologies (ZBRA) 0.8 $2.0M 11k 183.64
Starbucks Corporation (SBUX) 0.5 $1.2M 19k 65.76
Trade Desk (TTD) 0.4 $1.0M 5.4k 193.08
Alteryx 0.4 $1.0M 11k 95.21