Q4 2024 Holdings
Filed 2025-02-14 | 9 holdings | $159.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $53.8M | 91,807 | 33.6% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $25.9M | 1,177,600 | 16.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $25.9M | 135,800 | 16.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $16.2M | 74,000 | 10.2% |
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $11.6M | 45,000 | 7.3% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $9.7M | 40,000 | 6.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $8.9M | 13 | 5.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.3M | 15,000 | 4.0% |
| Bragg Gaming Group Inc(BRAG) | COM NEW | 104833306 | $1.7M | 446,000 | 1.0% |