Q2 2026 Holdings
Filed 2026-08-06 | 11 holdings | $199.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $178.2M | 21,947,164 | 89.5% |
| Ishares Bitcoin TR(IBIT) | SHS | 46438F101 | $9.1M | 272,800 | 4.6% |
| Ishares Ethereum TR(ETHA) | SHS | 46438R105 | $3.8M | 319,100 | 1.9% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.2M | 9,000 | 1.6% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $812.2K | 2,150 | 0.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $810.4K | 3,400 | 0.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $800.4K | 4,000 | 0.4% |
| Taiwan Semiconductor Manufac(TSM) | SPONSORED ADS | 874039100 | $764.1K | 1,600 | 0.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $643.1K | 6,700 | 0.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $571.8K | 1,600 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $559.5K | 1,500 | 0.3% |