Q1 2025 Holdings
Filed 2025-05-15 | 23 holdings | $770.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $124.0M | 1,144,373 | 16.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $59.8M | 103,793 | 7.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $55.6M | 292,261 | 7.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $49.0M | 25,122 | 6.4% |
| Apple Inc(AAPL) | COM | 037833100 | $48.4M | 217,910 | 6.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $46.4M | 297,028 | 6.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $44.4M | 81,024 | 5.8% |
| Servicenow Inc(NOW) | COM | 81762P102 | $39.0M | 48,948 | 5.1% |
| Salesforce Inc(CRM) | COM | 79466L302 | $35.1M | 130,871 | 4.6% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $34.6M | 69,766 | 4.5% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $33.1M | 194,104 | 4.3% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $29.4M | 299,959 | 3.8% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $28.2M | 6,130 | 3.7% |
| Novo-Nordisk A S(NVO) | ADR | 670100205 | $26.9M | 387,531 | 3.5% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $24.2M | 36,593 | 3.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $23.2M | 317,920 | 3.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $19.8M | 289,813 | 2.6% |
| Stryker Corporation(SYK) | COM | 863667101 | $17.3M | 46,434 | 2.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $14.2M | 91,599 | 1.8% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $12.1M | 181,744 | 1.6% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $5.3M | 45,874 | 0.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $368.5K | 692 | 0.0% |
| Tempest Therapeutics Inc(OVASUSD) | COM | 87978U108 | $7.4K | 10,000 | 0.0% |