Q4 2024 Holdings
Filed 2025-02-14 | 16 holdings | $884.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $261.5M | 25,243,753 | 29.6% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $131.0M | 527,600 | 14.8% |
| Robinhood Mkts Inc(HOOD) | COM CL A | 770700102 | $122.5M | 3,288,667 | 13.9% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $116.7M | 1,100,179 | 13.2% |
| Root Inc(ROOT) | CL A NEW | 77664L207 | $88.7M | 1,221,783 | 10.0% |
| Block Inc(XYZ) | CL A | 852234103 | $85.1M | 1,001,500 | 9.6% |
| Dlocal LTD(DLO) | CLASS A COM | G29018101 | $43.8M | 3,891,900 | 5.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $18.1M | 10,673 | 2.1% |
| Clear Secure Inc(YOU) | COM CL A | 18467V109 | $14.6M | 547,978 | 1.7% |
| Grayscale Bitcoin Trust ETF(GBTC) | SHS REP COM UT | 389637109 | $1.6M | 29,309 | 0.2% |
| Grayscale Bitcoin Mini TR BT(BTC) | SHS NEW | 389930207 | $245.4K | 5,861 | 0.0% |