Q4 2024 Holdings
Filed 2025-02-14 | 12 holdings | $89.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Broadcom Inc(AVGO) | COM | 11135F101 | $12.9M | 55,600 | 14.3% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $11.3M | 113,700 | 12.5% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $11.2M | 1,082,633 | 12.5% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $9.5M | 5,567 | 10.5% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $6.9M | 246,659 | 7.7% |
| Carvana Co(CVNA) | CL A | 146869102 | $6.3M | 31,200 | 7.1% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $6.3M | 102,800 | 7.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $6.2M | 73,600 | 6.9% |
| Jfrog LTD(FROG) | ORD SHS | M6191J100 | $6.1M | 207,953 | 6.8% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $5.8M | 261,900 | 6.5% |
| Sentinelone Inc(S) | CL A | 81730H109 | $4.5M | 202,700 | 5.0% |
| Toast Inc(TOST) | CL A | 888787108 | $2.9M | 80,862 | 3.3% |