Q1 2026 Holdings
Filed 2026-05-01 | 12 holdings | $226.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $46.1M | 146,660 | 20.3% |
| Robinhood Mkts Inc(HOOD) | COM CL A | 770700102 | $45.0M | 649,095 | 19.8% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $35.6M | 89,450 | 15.7% |
| Doordash Inc(DASH) | CL A | 25809K105 | $22.9M | 152,840 | 10.1% |
| HUT 8 Corp(HUT) | COM | 44812J104 | $20.3M | 432,480 | 9.0% |
| Shopify Inc(SHOP) | CL A SUB VTG SHS | 82509L107 | $15.2M | 128,559 | 6.7% |
| Taiwan Semiconductor Manufac(TSM) | SPONSORED ADS | 874039100 | $9.5M | 27,985 | 4.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $9.2M | 32,100 | 4.1% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $8.3M | 56,900 | 3.7% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $6.6M | 144,815 | 2.9% |
| Roblox Corp(RBLX) | CL A | 771049103 | $4.8M | 84,710 | 2.1% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $3.0M | 81,185 | 1.3% |