Q3 2026 Holdings
Filed 2026-11-04 | 14 holdings | $149.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $45.7M | 200,150 | 30.7% |
| Taskus Inc(TASK) | CLASS A COM | 87652V109 | $33.7M | 4,302,805 | 22.6% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $22.4M | 390,738 | 15.1% |
| Genpact Limited(G) | SHS | G3922B107 | $16.3M | 499,722 | 10.9% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $15.8M | 709,000 | 10.6% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $4.3M | 44,600 | 2.9% |
| Arista Networks Inc(ANET) | COM SHS | 040413205 | $2.9M | 14,200 | 1.9% |
| Chord Energy Corporation(CHRD) | COM NEW | 674215207 | $1.8M | 13,280 | 1.2% |
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $1.7M | 134,519 | 1.2% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $1.7M | 4,100 | 1.1% |
| Epsilon Energy LTD(EPSN) | COM | 294375209 | $1.5M | 250,000 | 1.0% |
| Kosmos Energy LTD(KOS) | COM | 500688106 | $635.0K | 250,000 | 0.4% |
| Amplify Energy Corp New(AMPY) | COM | 03212B103 | $376.4K | 89,410 | 0.3% |
| Kenvue Inc(KVUE) | COM | 49177J102 | $264.9K | 15,000 | 0.2% |