One01 Capital as of Sept. 30, 2022
Portfolio Holdings for One01 Capital
One01 Capital holds 11 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 14.7 | $20M | 181k | 113.00 | |
| Kla Corp Com New (KLAC) | 13.0 | $18M | 60k | 302.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 11.9 | $17M | 172k | 96.15 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 11.3 | $16M | 39k | 401.20 | |
| Constellation Brands Cl A (STZ) | 9.7 | $14M | 59k | 229.68 | |
| Palo Alto Networks (PANW) | 9.0 | $13M | 76k | 163.79 | |
| Li Auto Sponsored Ads (LI) | 8.8 | $12M | 531k | 23.01 | |
| Live Nation Entertainment (LYV) | 7.4 | $10M | 135k | 76.04 | |
| Ishares Tr Us Aer Def Etf (ITA) | 6.3 | $8.7M | 95k | 91.19 | |
| Pinduoduo Sponsored Ads (PDD) | 4.3 | $6.0M | 95k | 62.58 | |
| Bill Com Holdings Ord (BILL) | 3.7 | $5.2M | 39k | 132.38 |
