Q3 2025 Holdings
Filed 2025-11-14 | 8 holdings | $938.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| QXO Inc(QXO) | COM NEW | 82846H405 | $253.9K | 13,319,457 | 27.1% |
| Ishares Gold TR(IAU) | ISHARES NEW | 464285204 | $230.2K | 3,163,660 | 24.5% |
| Figma Inc(FIG) | CLASS A COM STK | 316841105 | $203.2K | 3,917,596 | 21.7% |
| Valaris LTD(VAL) | CL A | G9460G101 | $90.0K | 1,844,568 | 9.6% |
| Ishares Bitcoin Trust ETF(IBIT) | SHS BEN INT | 46438F101 | $86.4K | 1,328,909 | 9.2% |
| Seadrill LTD(SDRL) | COM | G7997W102 | $69.2K | 2,290,735 | 7.4% |
| Olin Corp(OLN) | COM PAR $1 | 680665205 | $3.2K | 129,050 | 0.3% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $1.9K | 119,048 | 0.2% |