One01 Capital as of Dec. 31, 2021
Portfolio Holdings for One01 Capital
One01 Capital holds 16 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 |
---|---|---|---|---|---|
Kla Corp Com New (KLAC) | 12.2 | $32M | 74k | 430.11 | |
Amazon (AMZN) | 9.1 | $24M | 7.1k | 3334.37 | |
Burlington Stores (BURL) | 8.8 | $23M | 78k | 291.51 | |
Lam Research Corporation | 8.4 | $22M | 30k | 719.14 | |
Li Auto Sponsored Ads (LI) | 8.1 | $21M | 657k | 32.10 | |
Jd.com Spon Adr Cl A (JD) | 7.1 | $19M | 265k | 70.07 | |
Twilio Cl A (TWLO) | 7.1 | $19M | 70k | 263.34 | |
Atlassian Corp Cl A | 6.5 | $17M | 44k | 381.28 | |
Huazhu Group Sponsored Ads (HTHT) | 6.4 | $17M | 448k | 37.34 | |
Kraneshares Tr Csi Chi Internet Call Option (KWEB) | 5.6 | $15M | 400k | 36.49 | |
Deckers Outdoor Corporation (DECK) | 4.9 | $13M | 35k | 366.30 | |
Xpeng Ads (XPEV) | 4.5 | $12M | 233k | 50.33 | |
Interactive Brokers Group In Com Cl A (IBKR) | 3.4 | $9.0M | 113k | 79.42 | |
The Beauty Health Company Com Cl A (SKIN) | 3.4 | $8.9M | 369k | 24.16 | |
Progyny (PGNY) | 3.3 | $8.5M | 170k | 50.35 | |
Camtek Ord (CAMT) | 1.0 | $2.5M | 55k | 46.03 |