Q4 2024 Holdings
Filed 2025-02-14 | 16 holdings | $94.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| S&P Global Inc(SPGI) | COM | 78409V104 | $12.8M | 25,800 | 13.6% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $11.5M | 58,016 | 12.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $11.1M | 60,401 | 11.8% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $9.5M | 1,907 | 10.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $9.3M | 20,815 | 9.9% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $7.4M | 55,157 | 7.8% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $6.4M | 58,052 | 6.8% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $3.8M | 33,577 | 4.0% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $3.8M | 40,252 | 4.0% |
| Garmin LTD(GRMN) | SHS | H2906T109 | $3.6M | 17,513 | 3.8% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $3.5M | 32,789 | 3.7% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.1M | 7,612 | 3.3% |
| Analog Devices Inc(ADI) | COM | 032654105 | $2.7M | 12,847 | 2.9% |
| Servicenow Inc(NOW) | COM | 81762P102 | $2.6M | 2,481 | 2.8% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $2.0M | 5,867 | 2.1% |
| Reddit Inc(RDDT) | CL A | 75734B100 | $1.3M | 7,786 | 1.3% |