Q3 2025 Holdings
Filed 2025-10-16 | 10 holdings | $452.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $279.5M | 1,442,900 | 61.8% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $52.8M | 71,907 | 11.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $30.6M | 125,800 | 6.8% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $28.8M | 893,390 | 6.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $18.4M | 84,000 | 4.1% |
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $14.3M | 56,450 | 3.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $10.4M | 20,000 | 2.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $9.8M | 13 | 2.2% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $6.4M | 40,000 | 1.4% |
| Bragg Gaming Group Inc(BRAG) | COM NEW | 104833306 | $1.4M | 446,000 | 0.3% |