Q3 2025 Holdings
Filed 2025-11-06 | 18 holdings | $149.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $40.5M | 217,050 | 27.1% |
| WNS Hldgs LTD | COM SHS | G98196101 | $30.2M | 395,646 | 20.2% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $23.3M | 248,883 | 15.6% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $14.6M | 217,038 | 9.8% |
| Genpact Limited(G) | SHS | G3922B107 | $12.4M | 295,380 | 8.3% |
| Arista Networks Inc(ANET) | COM SHS | 040413205 | $6.0M | 41,200 | 4.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $5.0M | 27,800 | 3.3% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $4.3M | 709,200 | 2.9% |
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $2.8M | 236,292 | 1.9% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $2.8M | 11,744 | 1.8% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $1.8M | 4,100 | 1.2% |
| Chord Energy Corporation(CHRD) | COM NEW | 674215207 | $1.3M | 13,280 | 0.9% |
| Epsilon Energy LTD(EPSN) | COM | 294375209 | $1.3M | 250,000 | 0.8% |
| America Movil SAB de CV(AMX) | SPON ADS RP CL B | 02390A101 | $1.1M | 50,000 | 0.7% |
| Globant S A(GLOB) | COM | L44385109 | $1.0M | 17,600 | 0.7% |
| Amplify Energy Corp New(AMPY) | COM | 03212B103 | $469.4K | 89,410 | 0.3% |
| Expand Energy Corporation(EXEEL) | *W EXP 02/09/202 | 165167180 | $319.3K | 3,302 | 0.2% |
| Kenvue Inc(KVUE) | COM | 49177J102 | $243.5K | 15,000 | 0.2% |