One01 Capital as of March 31, 2023
Portfolio Holdings for One01 Capital
One01 Capital holds 19 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.4 | $9.6M | 33k | 288.30 | |
| Lauder Estee Cos Cl A (EL) | 10.7 | $9.0M | 36k | 246.46 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 9.7 | $8.2M | 80k | 102.18 | |
| Meta Platforms Cl A (META) | 8.3 | $7.0M | 33k | 211.94 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 7.4 | $6.2M | 11k | 545.67 | |
| Synopsys (SNPS) | 6.8 | $5.7M | 15k | 386.25 | |
| Palo Alto Networks (PANW) | 6.0 | $5.0M | 25k | 199.74 | |
| Applied Materials (AMAT) | 5.9 | $5.0M | 40k | 122.83 | |
| Flex Ord (FLEX) | 5.1 | $4.3M | 187k | 23.01 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.3 | $3.6M | 39k | 93.02 | |
| Us Foods Hldg Corp call (USFD) | 3.9 | $3.3M | 89k | 36.94 | |
| Servicenow (NOW) | 3.0 | $2.6M | 5.5k | 464.72 | |
| Pdd Holdings Sponsored Ads (PDD) | 3.0 | $2.5M | 33k | 75.90 | |
| Qualcomm (QCOM) | 2.9 | $2.4M | 19k | 127.58 | |
| Northrop Grumman Corporation (NOC) | 2.9 | $2.4M | 5.2k | 461.72 | |
| Cemex Sab De Cv Spon Adr New (CX) | 2.8 | $2.4M | 428k | 5.53 | |
| Ncino (NCNO) | 2.5 | $2.1M | 86k | 24.78 | |
| Bill Com Holdings Ord (BILL) | 2.5 | $2.1M | 26k | 81.14 | |
| Globalfoundries Ordinary Shares (GFS) | 1.0 | $873k | 12k | 72.18 |
