Q1 2026 Holdings
Filed 2026-05-15 | 10 holdings | $281.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $60.1M | 105,000 | 21.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $43.2M | 137,500 | 15.3% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $37.8M | 95,000 | 13.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $32.4M | 112,500 | 11.5% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $30.3M | 17,500 | 10.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $26.0M | 125,000 | 9.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $18.8M | 150,000 | 6.7% |
| Analog Devices Inc(ADI) | COM | 032654105 | $12.7M | 40,000 | 4.5% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $12.0M | 35,000 | 4.2% |
| Taiwan Semiconductor Manufac(TSM) | SPONSORED ADS | 874039100 | $8.4M | 25,000 | 3.0% |