Q1 2025 Holdings
Filed 2025-05-15 | 14 holdings | $975.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $277.1M | 27,061,625 | 28.4% |
| Root Inc(ROOT) | CL A NEW | 77664L207 | $163.0M | 1,221,783 | 16.7% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $143.6M | 1,100,179 | 14.7% |
| Robinhood Mkts Inc(HOOD) | COM CL A | 770700102 | $134.8M | 3,239,917 | 13.8% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $127.0M | 737,600 | 13.0% |
| Block Inc(XYZ) | CL A | 852234103 | $60.1M | 1,106,500 | 6.2% |
| Dlocal LTD(DLO) | CLASS A COM | G29018101 | $32.5M | 3,891,900 | 3.3% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $20.8M | 10,673 | 2.1% |
| Clear Secure Inc(YOU) | COM CL A | 18467V109 | $14.2M | 547,978 | 1.5% |
| Grayscale Bitcoin Trust ETF(GBTC) | SHS REP COM UT | 389637109 | $1.9M | 29,309 | 0.2% |
| Grayscale Bitcoin Mini TR BT(BTC) | SHS NEW | 389930207 | $213.9K | 5,861 | 0.0% |