Q1 2024 Holdings
Filed 2024-05-15 | 11 holdings | $77.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $14.6M | 1,221,233 | 18.8% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $12.8M | 8,467 | 16.5% |
| Dlocal LTD(DLO) | CLASS A COM | G29018101 | $9.0M | 614,069 | 11.7% |
| Toast Inc(TOST) | CL A | 888787108 | $8.4M | 336,174 | 10.8% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $7.2M | 72,200 | 9.3% |
| Gitlab Inc(GTLB) | CLASS A COM | 37637K108 | $5.6M | 96,000 | 7.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $4.7M | 26,700 | 6.1% |
| Jfrog LTD(FROG) | ORD SHS | M6191J100 | $4.6M | 104,900 | 6.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $4.3M | 125,000 | 5.6% |
| Sentinelone Inc(S) | CL A | 81730H109 | $3.9M | 166,000 | 5.0% |
| Clear Channel Outdoor Hldgs(CCO) | COM | 18453H106 | $2.3M | 1,394,748 | 3.0% |