Q3 2025 Holdings
Filed 2025-11-13 | 8 holdings | $74.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Monday com Ltd(MNDY) | SHS | M7S64H106 | $13.6M | 70,120 | 18.3% |
| Autodesk Inc(ADSK) | COM | 052769106 | $13.4M | 42,124 | 18.0% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $12.3M | 35,553 | 16.5% |
| Amazon com Inc.(AMZN) | COM | 023135106 | $11.6M | 52,928 | 15.7% |
| Veeva Sys Inc(VEEV) | CL A COM | 922475108 | $11.1M | 37,224 | 14.9% |
| Sprott Physical Gold Tr(PHYS/U) | UNIT | 85207H104 | $6.6M | 222,164 | 8.9% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $5.7M | 35,394 | 7.6% |
| Confidential | CONFIDENTIAL | 000000000 | $0 | 0 | 0.0% |