Q3 2024 Holdings
Filed 2024-11-05 | 62 holdings | $84.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.0M | 10,529 | 2.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $2.2M | 12,507 | 2.6% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $2.5M | 261,090 | 2.9% |
| Micron Technology Inc(MU) | COM | 595112103 | $2.7M | 26,454 | 3.3% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $3.2M | 355,280 | 3.8% |
| First Solar Inc(FSLR) | COM | 336433107 | $3.6M | 14,347 | 4.3% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $3.7M | 1,816 | 4.4% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $3.8M | 278,363 | 4.5% |
| Vaneck ETF Trust(MOAT) | MRNGSTR WDE MOAT | 92189F643 | $4.0M | 41,000 | 4.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $4.6M | 27,669 | 5.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $5.8M | 54,368 | 6.9% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $18.8M | 32,800 | 22.3% |