Q4 2024 Holdings
Filed 2025-01-30 | 16 holdings | $41.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $32.3M | 147,413 | 78.8% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $5.2M | 236,914 | 12.7% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $3.4M | 14,474 | 8.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $26.9K | 63,739 | 0.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $25.5K | 129,230 | 0.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $25.0K | 42,684 | 0.1% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $15.2K | 1,462,977 | 0.0% |
| Progressive Corp(PGR) | COM | 743315103 | $11.4K | 47,645 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $9.2K | 29,176 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $9.2K | 18,374 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $8.7K | 6,892 | 0.0% |
| Vtex(VTEX) | SHS CL A | G9470A102 | $6.6K | 1,121,473 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $5.6K | 57,622 | 0.0% |
| Brookfield Corp(BN) | CL A LTD VT SH | 11271J107 | $5.5K | 96,210 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $5.5K | 41,147 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $3.7K | 14,275 | 0.0% |