Q4 2024 Holdings
Filed 2025-01-31 | 892 holdings | $130.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Roblox(RBLX) | CL A | 771049103 | $1.6B | 28,031,724 | 1.2% |
| Workday Inc(WDAY) | CL A | 98138H101 | $1.6B | 6,333,137 | 1.3% |
| Intuitive Surgical(ISRG) | COM NEW | 46120E602 | $2.0B | 3,783,082 | 1.5% |
| Atlassian Corp Plc(TEAM) | CL A | 049468101 | $2.0B | 8,121,059 | 1.5% |
| Doordash Inc(DASH) | COM | 25809K105 | $2.2B | 13,201,359 | 1.7% |
| Nu Holdings Ltd.(NU) | ORD SHS CL A | G6683N103 | $2.3B | 224,979,342 | 1.8% |
| Ferrari NV(RACE) | COM | N3167Y103 | $2.4B | 5,523,914 | 1.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.0B | 7,422,673 | 2.3% |
| Microsoft(MSFT) | COM | 594918104 | $3.1B | 7,371,795 | 2.4% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $3.4B | 31,884,160 | 2.6% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $3.4B | 5,882,385 | 2.6% |
| Coupang(CPNG) | CL A | 22266T109 | $3.5B | 161,036,432 | 2.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $3.7B | 38,059,343 | 2.8% |
| Netflix Inc(NFLX) | COM | 64110L106 | $4.0B | 4,475,742 | 3.1% |
| The Trade Desk(TTD) | COM CL A | 88339J105 | $4.1B | 35,178,933 | 3.2% |
| Sea Ltd ADR(SE) | ADR | 81141R100 | $4.3B | 40,954,549 | 3.3% |
| Spotify Technology SA(SPOT) | SHS | L8681T102 | $5.9B | 13,157,694 | 4.5% |
| Shopify 'a'(SHOP) | CL A | 82509L107 | $6.4B | 59,776,512 | 4.9% |
| Nvidia(NVDA) | COM | 67066G104 | $7.1B | 52,892,836 | 5.5% |
| MercadoLibre(MELI) | COM | 58733R102 | $7.3B | 4,296,426 | 5.6% |
| Amazon.Com(AMZN) | COM | 023135106 | $7.9B | 36,052,157 | 6.1% |