Q4 2023 Holdings
Filed 2024-02-14 | 11 holdings | $6.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Snowflake Inc(SNOW) | CL A | 833445109 | $2.5B | 12,424,944 | 41.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $851.2M | 2,404,781 | 14.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $821.1M | 13,336,600 | 13.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $621.6M | 1,652,960 | 10.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $396.0M | 799,660 | 6.6% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $344.7M | 14,729,458 | 5.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $275.5M | 1,882,770 | 4.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $190.6M | 1,254,720 | 3.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $38.9M | 156,670 | 0.6% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $9.8M | 6,245 | 0.2% |
| Grab Holdings Limited | W EXP 12/1/202 | G0370L116 | $787.8K | 3,502,000 | 0.0% |