Noble Path Asset Management as of Dec. 31, 2021
Portfolio Holdings for Noble Path Asset Management
Noble Path Asset Management holds 20 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson SHS (WTW) | 9.0 | $9.3M | 39k | 237.50 | |
| Signature Bank (SBNY) | 8.6 | $8.9M | 28k | 323.48 | |
| TransDigm Group Incorporated (TDG) | 8.4 | $8.7M | 14k | 636.25 | |
| Amazon (AMZN) | 7.7 | $8.0M | 2.4k | 3334.17 | |
| Charter Communications Inc N Cl A (CHTR) | 6.4 | $6.6M | 10k | 651.95 | |
| Servicenow (NOW) | 6.4 | $6.5M | 10k | 649.12 | |
| Visa Com Cl A (V) | 5.9 | $6.1M | 28k | 216.70 | |
| Wabtec Corporation (WAB) | 5.7 | $5.9M | 64k | 92.10 | |
| Caesars Entertainment (CZR) | 5.2 | $5.3M | 57k | 93.54 | |
| Zurn Water Solutions Corp Zws (ZWS) | 4.8 | $5.0M | 137k | 36.40 | |
| Procore Technologies (PCOR) | 4.7 | $4.9M | 61k | 79.96 | |
| Fiserv (FI) | 4.7 | $4.8M | 47k | 103.79 | |
| Transunion (TRU) | 4.4 | $4.5M | 38k | 118.58 | |
| Tradeweb Mkts Cl A (TW) | 3.8 | $3.9M | 39k | 100.14 | |
| CoStar (CSGP) | 3.5 | $3.6M | 45k | 79.03 | |
| Bill Com Holdings Ord (BILL) | 3.4 | $3.5M | 14k | 249.16 | |
| Avalara | 2.5 | $2.6M | 20k | 129.12 | |
| Roblox Corp Cl A (RBLX) | 2.0 | $2.1M | 20k | 103.18 | |
| European Wax Ctr Class A Com (EWCZ) | 1.4 | $1.5M | 49k | 30.35 | |
| Perimeter Solutions Sa Common Stock (PRM) | 1.4 | $1.5M | 105k | 13.89 |
