Q2 2025 Holdings
Filed 2025-07-17 | 10 holdings | $631.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $453.8M | 1,442,900 | 71.8% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $56.1M | 76,007 | 8.9% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $29.9M | 998,390 | 4.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $24.1M | 135,800 | 3.8% |
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $20.1M | 70,250 | 3.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $18.4M | 84,000 | 2.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.9M | 20,000 | 1.6% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $9.5M | 13 | 1.5% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $8.1M | 40,000 | 1.3% |
| Bragg Gaming Group Inc(BRAG) | COM NEW | 104833306 | $1.9M | 446,000 | 0.3% |