CINEREA

Opal Fund

Inquiries: ak@ayaan.codes

All Time Performance vs Index:

Cinerea Opal Fund: 11.50%

Index: 5.04%

Current Holdings

Cash

Allocation: 30.51%

INFA (Informatica)

Allocation: 18.52%

Unrealized Return: 4.01%

LULU (Lululemon Athletica)

Allocation: 9.84%

Unrealized Return: 4.95%

ENTG (Entegris)

Allocation: 9.47%

Unrealized Return: 2.80%

LRCX (Lam Research)

Allocation: 9.42%

Unrealized Return: 3.72%

QCOM (Qualcomm)

Allocation: 9.20%

Unrealized Return: 1.96%

EW (Edwards Lifesciences)

Allocation: 8.47%

Unrealized Return: -8.20%

ARHS (Arhaus)

Allocation: 4.57%

Unrealized Return: -1.61%

Recent Activity

INFA (Informatica)

Buy Date: 2023-05-15

LULU (Lululemon Athletica)

Buy Date: 2023-06-02

ENTG (Entegris)

Buy Date: 2023-05-28

LRCX (Lam Research)

Buy Date: 2023-06-10

QCOM (Qualcomm)

Buy Date: 2023-05-20

EW (Edwards Lifesciences)

Buy Date: 2023-06-05

ARHS (Arhaus)

Buy Date: 2023-06-15