Q1 2024 Holdings
Filed 2024-05-14 | 13 holdings | $859.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $400.9M | 443,643 | 46.6% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $253.4M | 521,806 | 29.5% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $161.8M | 1,188,975 | 18.8% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $10.1M | 44,654 | 1.2% |
| Block Inc(XYZ) | CL A | 852234103 | $7.3M | 86,281 | 0.8% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $7.0M | 85,369 | 0.8% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $5.6M | 21,071 | 0.6% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $5.5M | 24,837 | 0.6% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $4.5M | 36,773 | 0.5% |
| Dlocal LTD(DLO) | CLASS A COM | G29018101 | $3.9M | 266,093 | 0.5% |