Q1 2025 Holdings
Filed 2025-05-07 | 902 holdings | $114.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ferrari NV(RACE) | COM | N3167Y103 | $2.0B | 4,623,463 | 1.7% |
| Doordash Inc(DASH) | COM | 25809K105 | $2.2B | 11,950,266 | 1.9% |
| Microsoft(MSFT) | COM | 594918104 | $2.6B | 7,021,856 | 2.3% |
| Nu Holdings Ltd.(NU) | ORD SHS CL A | G6683N103 | $2.7B | 265,160,474 | 2.4% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $3.1B | 27,425,821 | 2.7% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $3.4B | 5,872,957 | 3.0% |
| Coupang(CPNG) | CL A | 22266T109 | $3.4B | 155,258,559 | 3.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $3.8B | 4,034,633 | 3.3% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $4.7B | 40,047,278 | 4.1% |
| Nvidia(NVDA) | COM | 67066G104 | $5.1B | 46,893,508 | 4.4% |
| Sea Ltd ADR(SE) | ADR | 81141R100 | $5.2B | 39,525,842 | 4.5% |
| Shopify 'a'(SHOP) | CL A | 82509L107 | $5.3B | 55,877,748 | 4.7% |
| Spotify Technology SA(SPOT) | SHS | L8681T102 | $6.0B | 10,838,982 | 5.2% |
| Amazon.Com(AMZN) | COM | 023135106 | $6.6B | 34,831,430 | 5.8% |
| MercadoLibre(MELI) | COM | 58733R102 | $7.4B | 3,784,477 | 6.4% |