Business:Investing
NZS Capital, 4th Quarter 2021
Letter by
Since inception, Growth Equity rose 41.60% annualized
and Select rose 44.79% annualized compared to a 17.19% return for the index.
Companies discussed: $GOOG $LRCX $CCI $MCHP $SUI $APH $MSFT $PTON $NEXOF $RDFN $DIS $TMUS $Z $ZEN $TTWO $PYPL $SNAP
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