Q3 2025 Holdings
Filed 2025-11-05 | 6 holdings | $408.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $199.7M | 1,070,495 | 48.9% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $160.9M | 2,088,401 | 39.4% |
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $47.4M | 186,757 | 11.6% |