Q3 2024 Holdings
Filed 2024-11-14 | 15 holdings | $4.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Servicenow Inc(NOW) | COM | 81762P102 | $883.7M | 988,000 | 19.3% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $814.6M | 1,423,000 | 17.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $471.2M | 1,095,000 | 10.3% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $453.1M | 33,193,000 | 9.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $422.6M | 2,268,000 | 9.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $356.3M | 2,934,000 | 7.8% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $270.5M | 11,018,000 | 5.9% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $182.9M | 535,000 | 4.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $171.2M | 322,000 | 3.7% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $129.6M | 462,000 | 2.8% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $123.3M | 1,538,000 | 2.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $111.9M | 830,000 | 2.4% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $94.4M | 46,000 | 2.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $92.6M | 533,000 | 2.0% |
| Maplebear Inc(CART) | COM | 565394103 | $11.4M | 280,037 | 0.2% |