Q3 2025 Holdings
Filed 2025-11-04 | 10 holdings | $695.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Broadcom Inc(AVGO) | COM | 11135F101 | $360.1M | 1,091,492 | 51.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $334.3M | 1,522,573 | 48.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $434.5K | 838,866 | 0.1% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $242.5K | 498,333 | 0.0% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $238.5K | 7,890,422 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $137.0K | 395,785 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $121.8K | 909,318 | 0.0% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $46.8K | 1,369,248 | 0.0% |
| Sharkninja Inc(SN) | COM SHS | G8068L108 | $42.8K | 415,165 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $33.1K | 48,454 | 0.0% |