One01 Capital as of June 30, 2022
Portfolio Holdings for One01 Capital
One01 Capital holds 16 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 |
|---|---|---|---|---|---|
| Kla Corp Com New (KLAC) | 12.4 | $24M | 74k | 319.09 | |
| Alphabet Cap Stk Cl C (GOOG) | 11.2 | $21M | 9.7k | 2187.45 | |
| Li Auto Sponsored Ads (LI) | 10.5 | $20M | 519k | 38.31 | |
| Booking Holdings (BKNG) | 8.1 | $16M | 8.9k | 1748.95 | |
| Metropcs Communications (TMUS) | 7.7 | $15M | 109k | 134.54 | |
| Constellation Brands Cl A (STZ) | 7.7 | $15M | 63k | 233.07 | |
| Palo Alto Networks (PANW) | 7.1 | $13M | 27k | 493.93 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 6.4 | $12M | 32k | 385.47 | |
| Live Nation Entertainment (LYV) | 5.4 | $10M | 125k | 82.58 | |
| Deckers Outdoor Corporation (DECK) | 5.1 | $9.7M | 38k | 255.35 | |
| Servicenow (NOW) | 4.5 | $8.5M | 18k | 475.53 | |
| Qualcomm (QCOM) | 3.5 | $6.7M | 52k | 127.74 | |
| Bill Com Holdings Ord (BILL) | 3.2 | $6.1M | 56k | 109.94 | |
| Burlington Stores (BURL) | 3.0 | $5.7M | 42k | 136.23 | |
| Vail Resorts (MTN) | 2.7 | $5.2M | 24k | 218.07 | |
| Varonis Sys (VRNS) | 1.5 | $2.9M | 98k | 29.32 |
