Q1 2024 Holdings
Filed 2024-05-15 | 10 holdings | $238.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $44.9M | 92,500 | 18.9% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $34.3M | 295,000 | 14.4% |
| Analog Devices Inc(ADI) | COM | 032654105 | $33.6M | 170,000 | 14.1% |
| Goosehead INS Inc(GSHD) | COM CL A | 38267D109 | $25.0M | 375,000 | 10.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $24.4M | 135,000 | 10.2% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $23.7M | 115,000 | 10.0% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $22.5M | 325,000 | 9.4% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $14.2M | 470,000 | 6.0% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $12.9M | 725,000 | 5.4% |
| Klaviyo Inc(KVYO) | COM SER A | 49845K101 | $2.5M | 100,000 | 1.1% |