Q1 2026 Holdings
Filed 2026-04-27 | 10 holdings | $234.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $99.7M | 1,442,900 | 42.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $39.1M | 68,307 | 16.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $35.2M | 122,720 | 15.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $16.5M | 79,000 | 7.0% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $16.3M | 862,390 | 6.9% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $9.3M | 13 | 4.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.3M | 25,000 | 3.9% |
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $5.8M | 56,450 | 2.5% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $2.7M | 40,000 | 1.2% |
| Bragg Gaming Group Inc(BRAG) | COM NEW | 104833306 | $767.1K | 446,000 | 0.3% |