Q2 2025 Holdings
Filed 2025-08-06 | 911 holdings | $133.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Roblox(RBLX) | CL A | 771049103 | $2.8B | 26,378,405 | 2.1% |
| Microsoft(MSFT) | COM | 594918104 | $3.0B | 6,029,276 | 2.2% |
| Nu Holdings Ltd.(NU) | ORD SHS CL A | G6683N103 | $3.6B | 260,981,788 | 2.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $3.6B | 34,372,712 | 2.7% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $4.0B | 5,453,213 | 3.0% |
| Shopify 'a'(SHOP) | CL A | 82509L107 | $4.4B | 37,748,072 | 3.3% |
| Coupang(CPNG) | CL A | 22266T109 | $4.8B | 160,899,909 | 3.6% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $5.0B | 25,525,131 | 3.7% |
| Netflix Inc(NFLX) | COM | 64110L106 | $5.2B | 3,903,505 | 3.9% |
| Sea Ltd ADR(SE) | ADR | 81141R100 | $6.7B | 41,623,294 | 5.0% |
| Amazon.Com(AMZN) | COM | 023135106 | $7.3B | 33,294,360 | 5.5% |
| Spotify Technology SA(SPOT) | SHS | L8681T102 | $7.4B | 9,628,910 | 5.5% |
| Nvidia(NVDA) | COM | 67066G104 | $7.8B | 49,063,121 | 5.8% |
| MercadoLibre(MELI) | COM | 58733R102 | $9.2B | 3,505,672 | 6.8% |