Q4 2024 Holdings
Filed 2025-02-14 | 16 holdings | $348.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $45.4M | 77,500 | 13.0% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $41.2M | 425,000 | 11.8% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $32.3M | 19,000 | 9.3% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $30.8M | 95,000 | 8.8% |
| Analog Devices Inc(ADI) | COM | 032654105 | $28.7M | 135,000 | 8.2% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $26.9M | 1,000,000 | 7.7% |
| Goosehead INS Inc(GSHD) | COM CL A | 38267D109 | $26.8M | 250,000 | 7.7% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $26.4M | 1,200,000 | 7.6% |
| Bill Holdings Inc(BILL) | COM | 090043100 | $26.3M | 310,000 | 7.5% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $16.6M | 275,000 | 4.8% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $16.2M | 70,000 | 4.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $14.3M | 65,000 | 4.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $7.1M | 35,000 | 2.0% |
| Sprout Social Inc(SPT) | COM CL A | 85209W109 | $4.6M | 150,000 | 1.3% |
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $2.8M | 75,000 | 0.8% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $2.4M | 40,000 | 0.7% |