ONE01 CAPITAL, LP
Latest 13F filing data - Q3 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CX | 489K | $3.18M |
 | FLEX | 204K | $5.51M |
 | UBER | 79K | $3.62M |
 | USFD | 66K | $2.61M |
 | BILL | 65K | $7.01M |
 | FMX | 59K | $6.48M |
 | GOOGL | 55K | $7.22M |
 | AMZN | 42K | $5.36M |
 | MSFT | 26K | $8.26M |
 | PANW | 23K | $5.42M |
 | META | 23K | $6.88M |
 | SNOW | 18K | $2.70M |
 | CHTR | 12K | $5.37M |
 | NVDA | 8K | $3.51M |
 | SNPS | 5K | $2.07M |
 | FN | 4K | $699.80K |
 | AVGO | 3K | $2.08M |
CEMEX, S.A.B. de C.V.
CX
Shares Held
489K
Value
$3.18M
Flex Ltd.
FLEX
Shares Held
204K
Value
$5.51M
Uber Technologies, Inc.
UBER
Shares Held
79K
Value
$3.62M
US Foods Holding Corp.
USFD
Shares Held
66K
Value
$2.61M
Bill.com Holdings, Inc.
BILL
Shares Held
65K
Value
$7.01M
Fomento Económico Mexicano, S.A.B. de C.V.
FMX
Shares Held
59K
Value
$6.48M
Alphabet Inc.
GOOGL
Shares Held
55K
Value
$7.22M
Amazon.com, Inc.
AMZN
Shares Held
42K
Value
$5.36M
Microsoft Corporation
MSFT
Shares Held
26K
Value
$8.26M
Palo Alto Networks, Inc.
PANW
Shares Held
23K
Value
$5.42M
Meta Platforms, Inc.
META
Shares Held
23K
Value
$6.88M
Snowflake Inc.
SNOW
Shares Held
18K
Value
$2.70M
Charter Communications, Inc.
CHTR
Shares Held
12K
Value
$5.37M
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$3.51M
Synopsys, Inc.
SNPS
Shares Held
5K
Value
$2.07M
Fabrinet
FN
Shares Held
4K
Value
$699.80K
Broadcom Inc.
AVGO
Shares Held
3K
Value
$2.08M