Q2 2026 Holdings
Filed 2026-08-11 | 16 holdings | $111.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $40.0M | 200,150 | 36.1% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $22.3M | 418,796 | 20.1% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $11.7M | 301,038 | 10.5% |
| Genpact Limited(G) | SHS | G3922B107 | $10.4M | 379,322 | 9.4% |
| Taskus Inc(TASK) | CLASS A COM | 87652V109 | $10.0M | 2,127,195 | 9.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $4.3M | 44,600 | 3.9% |
| Arista Networks Inc(ANET) | COM SHS | 040413205 | $2.9M | 17,300 | 2.6% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $1.6M | 4,100 | 1.5% |
| Chord Energy Corporation(CHRD) | COM NEW | 674215207 | $1.5M | 13,280 | 1.4% |
| Taiwan Semiconductor Manufac(TSM) | SPONSORED ADS | 874039100 | $1.4M | 2,910 | 1.3% |
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $1.4M | 134,519 | 1.2% |
| Epsilon Energy LTD(EPSN) | COM | 294375209 | $1.4M | 250,000 | 1.2% |
| Shinhan Financial Group Co L(SHG) | SPN ADR RESTRD | 824596100 | $904.5K | 14,300 | 0.8% |
| Kosmos Energy LTD(KOS) | COM | 500688106 | $527.5K | 250,000 | 0.5% |
| Amplify Energy Corp New(AMPY) | COM | 03212B103 | $355.9K | 89,410 | 0.3% |
| Kenvue Inc(KVUE) | COM | 49177J102 | $286.7K | 15,000 | 0.3% |