Q1 2025 Holdings
Filed 2025-05-15 | 15 holdings | $3.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $557.9M | 968,000 | 16.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $346.3M | 435,000 | 10.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $323.3M | 3,386,000 | 9.3% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $321.7M | 1,885,000 | 9.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $321.5M | 1,690,000 | 9.3% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $281.9M | 2,160,000 | 8.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $253.2M | 2,336,000 | 7.3% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $211.4M | 996,000 | 6.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $202.1M | 1,207,000 | 5.8% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $170.3M | 7,767,000 | 4.9% |
| Reddit Inc(RDDT) | CL A | 75734B100 | $169.1M | 1,612,000 | 4.9% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $133.0M | 801,000 | 3.8% |
| Servicetitan Inc(TTAN) | SHS CL A | 81764X103 | $116.9M | 1,229,285 | 3.4% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $51.0M | 4,976,507 | 1.5% |
| Maplebear Inc(CART) | COM | 565394103 | $11.2M | 280,037 | 0.3% |