Q2 2026 Holdings
Filed 2026-07-14 | 3 holdings | $264.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| NU Holdings LTD(NU) | ORD SHS CL A | G6683N103 | $141.2M | 10,566,927 | 53.3% |
| Cerebras Systems Inc(CBRS) | COM CL A | 15675D103 | $121.8M | 551,086 | 46.0% |
| Rubrik Inc(RBRK) | CL A | 781154109 | $1.8M | 22,803 | 0.7% |