Q4 2024 Holdings
Filed 2025-02-14 | 24 holdings | $848.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $157.3M | 1,171,220 | 18.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $60.3M | 274,713 | 7.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $58.9M | 100,596 | 6.9% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $54.7M | 287,034 | 6.4% |
| Apple Inc(AAPL) | COM | 037833100 | $50.9M | 203,239 | 6.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $50.5M | 47,670 | 6.0% |
| Salesforce Inc(CRM) | COM | 79466L302 | $42.5M | 127,061 | 5.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $42.2M | 80,226 | 5.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $41.0M | 24,086 | 4.8% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $35.5M | 68,064 | 4.2% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $34.1M | 187,202 | 4.0% |
| Novo-Nordisk A S(NVO) | ADR | 670100205 | $32.5M | 377,752 | 3.8% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $32.3M | 288,100 | 3.8% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $30.3M | 6,101 | 3.6% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $24.4M | 35,148 | 2.9% |
| Despegar COM Corp | ORD SHS | G27358103 | $22.2M | 1,152,330 | 2.6% |
| Dexcom Inc(DXCM) | COM | 252131107 | $21.8M | 280,766 | 2.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $17.3M | 91,616 | 2.0% |
| Stryker Corporation(SYK) | COM | 863667101 | $14.8M | 41,116 | 1.7% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $11.8M | 195,930 | 1.4% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $11.3M | 177,049 | 1.3% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $1.9M | 16,171 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $336.8K | 743 | 0.0% |
| Tempest Therapeutics Inc(OVASUSD) | COM | 87978U108 | $8.3K | 10,000 | 0.0% |