Paul John Balson

Q4 2020 13F Holdings

  • Location
    marina del rey, CA
  • Num holdings

    90

  • Value ($000)

    $485,627

  • Date Filed
    02/17/2021
  • Form type
    13F-HR
  • CIK
    0001809125
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2020 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$346.55M
71 %

2,611,743

T
TSLA

TESLA MOTORS INC

COM
88160R101
$14.17M
3 %

20,075

N
NDQ

INVESCO QQQ TRUST ETF

NASDAQ 100 ETF
46090E103
$9.11M
2 %

29,043

A
AMZN

AMAZON COM INC

COM
023135106
$8.23M
2 %

2,526

S
SPY

SPDR S&P 500 ETF TR

S&P 500 ETF
78462F103
$7.34M
2 %

19,629

M
MSFT

MICROSOFT CORP

COM
594918104
$7.27M
2 %

32,695

M
MDB

MONGO DB INC

CL A
60937P106
$7.25M
2 %

20,206

D
DIA

SPDR DOW JONES INDL AVRG ETF

DOW JONES 30 ETF
78467X109
$6.88M
1 %

22,508

T
TWLO

TWILIO INC

CL A
90138F102
$5.78M
1 %

17,082

V
VO

VANGUARD MID CAP ETF

MID CAP ETF
922908629
$3.05M
1 %

14,743

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