Noble Path Asset Management as of June 30, 2022
Portfolio Holdings for Noble Path Asset Management
Noble Path Asset Management holds 23 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 8.9 | $8.3M | 16k | 536.70 | |
| Willis Towers Watson SHS (WTW) | 7.6 | $7.1M | 36k | 197.40 | |
| Visa Com Cl A (V) | 7.5 | $7.1M | 36k | 196.90 | |
| Wabtec Corporation (WAB) | 6.5 | $6.1M | 74k | 82.08 | |
| Amazon (AMZN) | 6.4 | $6.0M | 57k | 106.20 | |
| Signature Bank (SBNY) | 5.7 | $5.3M | 30k | 179.21 | |
| Servicenow (NOW) | 5.6 | $5.3M | 11k | 475.55 | |
| S&p Global (SPGI) | 5.5 | $5.2M | 15k | 337.08 | |
| Epam Systems (EPAM) | 5.5 | $5.1M | 17k | 294.80 | |
| Zurn Water Solutions Corp Zws (ZWS) | 4.8 | $4.5M | 164k | 27.24 | |
| Kkr & Co (KKR) | 4.4 | $4.1M | 89k | 46.29 | |
| Fiserv (FI) | 4.2 | $3.9M | 44k | 88.97 | |
| Procore Technologies (PCOR) | 3.8 | $3.6M | 79k | 45.39 | |
| Charter Communications Inc N Cl A (CHTR) | 3.7 | $3.5M | 7.4k | 468.54 | |
| Caesars Entertainment (CZR) | 3.1 | $2.9M | 75k | 38.29 | |
| Tradeweb Mkts Cl A (TW) | 3.0 | $2.8M | 42k | 68.25 | |
| Union Pacific Corporation (UNP) | 2.9 | $2.7M | 13k | 213.31 | |
| CSX Corporation (CSX) | 2.8 | $2.7M | 92k | 29.06 | |
| Bill Com Holdings Ord (BILL) | 2.2 | $2.1M | 19k | 109.96 | |
| Perimeter Solutions Sa Common Stock (PRM) | 2.1 | $2.0M | 182k | 10.84 | |
| Deere & Company (DE) | 1.7 | $1.6M | 5.3k | 299.43 | |
| Cnh Indl N V SHS (CNH) | 1.7 | $1.6M | 134k | 11.59 | |
| Evgo Cl A Com (EVGO) | 0.3 | $301k | 50k | 6.02 |
