Q1 2026 Holdings
Filed 2026-05-13 | 7 holdings | $29.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Broadcom Inc(AVGO) | COM | 11135F101 | $6.8M | 21,962 | 23.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.2M | 29,818 | 21.4% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $5.0M | 54,411 | 17.4% |
| Doordash Inc(DASH) | CL A | 25809K105 | $3.6M | 24,137 | 12.5% |
| Taiwan Semiconductor Manufac(TSM) | SPONSORED ADS | 874039100 | $2.9M | 8,535 | 10.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $2.4M | 29,432 | 8.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.0M | 11,489 | 6.9% |