Two Star Manager as of March 31, 2025
Portfolio Holdings for Two Star Manager
Two Star Manager holds 15 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.6 | $32M | 170k | 190.26 | |
| Mastercard Cl A (MA) | 11.3 | $24M | 43k | 548.12 | |
| Meta Platforms Cl A (META) | 8.1 | $17M | 29k | 576.36 | |
| Servicenow (NOW) | 7.5 | $16M | 20k | 796.14 | |
| Microsoft Corporation (MSFT) | 6.4 | $13M | 36k | 375.39 | |
| Uber Technologies (UBER) | 5.8 | $12M | 165k | 72.86 | |
| Okta Cl A (OKTA) | 5.7 | $12M | 113k | 105.22 | |
| Verisign (VRSN) | 5.4 | $11M | 45k | 253.87 | |
| Thermo Fisher Scientific (TMO) | 5.2 | $11M | 22k | 497.60 | |
| Chewy Cl A (CHWY) | 5.1 | $11M | 326k | 32.51 | |
| Workday Cl A (WDAY) | 5.1 | $11M | 45k | 233.53 | |
| Procore Technologies (PCOR) | 5.0 | $10M | 158k | 66.02 | |
| Ptc (PTC) | 5.0 | $10M | 67k | 154.95 | |
| Acv Auctions Com Cl A (ACVA) | 4.6 | $9.4M | 670k | 14.09 | |
| Bio-techne Corporation (TECH) | 4.1 | $8.5M | 145k | 58.63 |
