Q1 2025 Holdings
Filed 2025-05-15 | 16 holdings | $348.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $49.0M | 85,000 | 14.1% |
| Analog Devices Inc(ADI) | COM | 032654105 | $40.3M | 200,000 | 11.6% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $35.5M | 300,000 | 10.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $31.2M | 16,000 | 9.0% |
| Atour Lifestyle Holdings LTD(ATAT) | SPONSORED ADS | 04965M106 | $29.8M | 1,050,000 | 8.5% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $29.6M | 1,350,000 | 8.5% |
| Carvana Co(CVNA) | CL A | 146869102 | $29.3M | 140,000 | 8.4% |
| Goosehead INS Inc(GSHD) | COM CL A | 38267D109 | $26.6M | 225,000 | 7.6% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $25.2M | 95,000 | 7.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $23.8M | 125,000 | 6.8% |
| BBB Foods Inc(TBBB) | CL A COM | G0896C103 | $9.3M | 350,000 | 2.7% |
| Intuit(INTU) | COM | 461202103 | $6.1M | 10,000 | 1.8% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $3.6M | 15,000 | 1.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $3.5M | 15,000 | 1.0% |
| Klaviyo Inc(KVYO) | COM SER A | 49845K101 | $3.0M | 100,000 | 0.9% |
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $2.3M | 70,000 | 0.7% |