Q2 2026 Holdings
Filed 2026-08-13 | 10 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Moderna Inc(MRNA) | COM | 60770K107 | $564.3M | 8,057,571 | 33.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $258.8M | 459,450 | 15.4% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $230.7M | 3,196,550 | 13.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $196.1M | 822,979 | 11.7% |
| Transunion(TRU) | COM | 89400J107 | $171.0M | 2,369,757 | 10.2% |
| Equinix Inc(EQIX) | COM | 29444U700 | $110.1M | 105,603 | 6.5% |
| Equifax Inc(EFX) | COM | 294429105 | $91.1M | 574,213 | 5.4% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $40.2M | 1,554,554 | 2.4% |
| Sify Technologies LTD(SIFY) | SPONSORED ADR | 82655M206 | $21.2M | 1,278,683 | 1.3% |