Q2 2025 Holdings
Filed 2025-08-13 | 6 holdings | $543.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $223.5M | 1,414,604 | 41.1% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $179.4M | 2,560,329 | 33.0% |
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $141.0M | 493,550 | 25.9% |