One01 Capital as of Dec. 31, 2022
Portfolio Holdings for One01 Capital
One01 Capital holds 8 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 25.0 | $8.6M | 62k | 139.54 | |
| Lam Research Corporation (LRCX) | 25.0 | $8.6M | 20k | 420.30 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 17.2 | $5.9M | 13k | 469.07 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 10.5 | $3.6M | 41k | 88.09 | |
| Northrop Grumman Corporation (NOC) | 8.2 | $2.8M | 5.2k | 545.61 | |
| Synopsys (SNPS) | 8.1 | $2.8M | 8.7k | 319.29 | |
| Netease Sponsored Ads (NTES) | 4.2 | $1.5M | 20k | 72.63 | |
| Sanmina (SANM) | 1.8 | $613k | 11k | 57.29 |
