Noble Path Asset Management as of March 31, 2022
Portfolio Holdings for Noble Path Asset Management
Noble Path Asset Management holds 24 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 8.7 | $9.5M | 15k | 651.53 | |
| Amazon (AMZN) | 7.6 | $8.3M | 2.5k | 3259.84 | |
| Willis Towers Watson SHS (WTW) | 7.2 | $7.8M | 33k | 236.23 | |
| Signature Bank (SBNY) | 7.0 | $7.6M | 26k | 293.49 | |
| Visa Inc Com Cl Com Cl A (V) | 6.8 | $7.4M | 33k | 221.78 | |
| Wabtec Corporation (WAB) | 6.1 | $6.6M | 69k | 96.16 | |
| Zurn Water Solutions Corp Zws (ZWS) | 5.3 | $5.7M | 162k | 35.40 | |
| Charter Communications Inc N Cl A (CHTR) | 5.2 | $5.7M | 10k | 545.55 | |
| Servicenow (NOW) | 5.1 | $5.5M | 10k | 556.90 | |
| Caesars Entertainment (CZR) | 4.5 | $4.9M | 63k | 77.36 | |
| Fiserv (FI) | 4.0 | $4.4M | 43k | 101.40 | |
| Procore Technologies (PCOR) | 3.9 | $4.2M | 73k | 57.96 | |
| Epam Systems (EPAM) | 3.9 | $4.2M | 14k | 296.64 | |
| Transunion (TRU) | 3.3 | $3.6M | 35k | 103.33 | |
| Tradeweb Mkts Cl A (TW) | 3.1 | $3.4M | 39k | 87.87 | |
| Kkr & Co (KKR) | 3.1 | $3.3M | 57k | 58.47 | |
| S&p Global (SPGI) | 3.0 | $3.3M | 8.1k | 410.19 | |
| Bill Com Holdings Ord (BILL) | 3.0 | $3.3M | 14k | 226.76 | |
| European Wax Ctr Class A Com (EWCZ) | 2.1 | $2.3M | 77k | 29.56 | |
| Perimeter Solutions Sa Common Stock (PRM) | 2.0 | $2.2M | 182k | 12.11 | |
| Cnh Indl N V SHS (CNH) | 1.3 | $1.4M | 91k | 15.86 | |
| Deere & Company (DE) | 1.3 | $1.4M | 3.5k | 415.36 | |
| Union Pacific Corporation (UNP) | 1.3 | $1.4M | 5.2k | 273.27 | |
| CSX Corporation (CSX) | 1.3 | $1.4M | 38k | 37.44 |
