Q1 2025 Holdings
Filed 2025-05-15 | 14 holdings | $96.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $10.9M | 5,567 | 11.2% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $10.6M | 115,700 | 11.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $10.2M | 61,100 | 10.6% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $7.7M | 86,200 | 7.9% |
| Robinhood Mkts Inc(HOOD) | COM CL A | 770700102 | $7.4M | 177,600 | 7.6% |
| Carvana Co(CVNA) | CL A | 146869102 | $7.3M | 34,700 | 7.5% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $7.1M | 304,759 | 7.4% |
| Unity Software Inc(U) | COM | 91332U101 | $6.8M | 345,900 | 7.0% |
| Jfrog LTD(FROG) | ORD SHS | M6191J100 | $6.3M | 195,753 | 6.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $5.7M | 22,100 | 5.9% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $5.5M | 279,000 | 5.7% |
| Cyberark Software LTD | SHS | M2682V108 | $4.5M | 13,200 | 4.6% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $4.3M | 94,800 | 4.4% |
| Toast Inc(TOST) | CL A | 888787108 | $2.7M | 80,862 | 2.8% |