Q3 2025 Holdings
Filed 2025-11-14 | 15 holdings | $112.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $14.3M | 76,544 | 12.7% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $12.1M | 43,307 | 10.8% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $11.1M | 42,951 | 9.9% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $10.2M | 14,566 | 9.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $9.8M | 58,483 | 8.7% |
| Roblox Corp(RBLX) | CL A | 771049103 | $8.6M | 61,766 | 7.6% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $7.9M | 43,978 | 7.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $7.8M | 23,712 | 7.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $6.0M | 12,369 | 5.4% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $5.2M | 7,303 | 4.7% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $4.4M | 46,989 | 3.9% |
| Sandisk Corp(SNDK) | COM | 80004C200 | $4.2M | 37,835 | 3.8% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $4.0M | 749 | 3.6% |
| Bill Holdings Inc(BILL) | COM | 090043100 | $3.8M | 71,225 | 3.4% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $2.8M | 17,019 | 2.5% |