Q3 2026 Holdings
Filed 2026-11-04 | 9 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Broadcom Inc(AVGO) | COM | 11135F101 | $424.3M | 1,208,092 | 40.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $379.3M | 1,522,573 | 36.1% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $217.4M | 7,890,422 | 20.7% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $30.6M | 1,369,248 | 2.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $177.8K | 346,635 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $104.6K | 323,648 | 0.0% |
| Sharkninja Inc(SN) | COM SHS | G8068L108 | $74.8K | 415,165 | 0.0% |
| Asml Holding N V(ASML) | COM | N07059210 | $59.3K | 32,749 | 0.0% |
| Credo Technology Group Holdi(CRDO) | COM | G25457105 | $15.3K | 78,350 | 0.0% |