Q1 2025 Holdings
Filed 2025-05-15 | 13 holdings | $81.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| S&P Global Inc(SPGI) | COM | 78409V104 | $13.7M | 27,031 | 16.9% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $13.4M | 24,380 | 16.5% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $12.9M | 62,435 | 15.9% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $11.2M | 85,958 | 13.8% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $8.4M | 50,744 | 10.4% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $4.5M | 45,879 | 5.5% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $4.1M | 37,687 | 5.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $3.2M | 19,101 | 3.9% |
| Roblox Corp(RBLX) | CL A | 771049103 | $3.0M | 50,845 | 3.7% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $2.5M | 553 | 3.1% |
| Garmin LTD(GRMN) | SHS | H2906T109 | $2.2M | 10,073 | 2.7% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $1.4M | 3,905 | 1.8% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $546.4K | 2,575 | 0.7% |