One01 Capital

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 (LRCX) 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