Q3 2025 Holdings
Filed 2025-10-31 | 905 holdings | $135.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft(MSFT) | COM | 594918104 | $3.0B | 5,860,839 | 2.2% |
| Roblox(RBLX) | CL A | 771049103 | $3.2B | 23,296,603 | 2.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $3.9B | 5,290,228 | 2.9% |
| Nu Holdings Ltd.(NU) | ORD SHS CL A | G6683N103 | $4.0B | 251,459,587 | 3.0% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $4.2B | 31,799,003 | 3.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $4.4B | 3,649,047 | 3.2% |
| AppLovin(APP) | COM CL A | 03831W108 | $4.5B | 6,245,960 | 3.3% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $4.7B | 21,848,740 | 3.5% |
| Coupang(CPNG) | CL A | 22266T109 | $4.8B | 150,382,707 | 3.6% |
| Shopify 'a'(SHOP) | CL A | 82509L107 | $5.3B | 35,443,787 | 3.9% |
| Spotify Technology SA(SPOT) | SHS | L8681T102 | $6.1B | 8,695,348 | 4.5% |
| Amazon.Com(AMZN) | COM | 023135106 | $7.0B | 31,659,114 | 5.1% |
| Sea Ltd ADR(SE) | ADR | 81141R100 | $7.2B | 40,090,290 | 5.3% |
| MercadoLibre(MELI) | COM | 58733R102 | $7.8B | 3,317,443 | 5.7% |
| Nvidia(NVDA) | COM | 67066G104 | $8.7B | 46,549,296 | 6.4% |