Q3 2025 Holdings
Filed 2025-11-12 | 24 holdings | $958.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $188.9M | 1,012,563 | 19.7% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $88.5M | 120,517 | 9.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $73.9M | 303,618 | 7.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $64.6M | 294,091 | 6.7% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $58.6M | 25,081 | 6.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $45.8M | 80,608 | 4.8% |
| Servicenow Inc(NOW) | COM | 81762P102 | $45.3M | 49,281 | 4.7% |
| Apple Inc(AAPL) | COM | 037833100 | $39.8M | 156,391 | 4.2% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $39.3M | 192,843 | 4.1% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $36.3M | 37,463 | 3.8% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $33.0M | 6,112 | 3.4% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $32.2M | 328,881 | 3.4% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $31.0M | 69,407 | 3.2% |
| Salesforce Inc(CRM) | COM | 79466L302 | $30.9M | 130,295 | 3.2% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $28.3M | 302,080 | 3.0% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $26.8M | 1,672,709 | 2.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $22.2M | 91,433 | 2.3% |
| Novo-Nordisk A S(NVO) | ADR | 670100205 | $21.5M | 387,083 | 2.2% |
| Dexcom Inc(DXCM) | COM | 252131107 | $20.7M | 307,747 | 2.2% |
| Stryker Corporation(SYK) | COM | 863667101 | $17.6M | 47,701 | 1.8% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $12.2M | 356,520 | 1.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $347.9K | 692 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $232.1K | 448 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $213.5K | 319 | 0.0% |