Q1 2025 Holdings
Filed 2025-05-13 | 9 holdings | $272.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $64.6M | 33,105 | 23.7% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $41.0M | 246,992 | 15.1% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $40.1M | 3,916,009 | 14.7% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $24.0M | 251,247 | 8.8% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $22.6M | 4,993,677 | 8.3% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $22.6M | 173,255 | 8.3% |
| Invesco QQQ TR(QQQ)Put | UNIT SER 1 | 46090E103 | $21.1M | 45,000 | 7.8% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $20.5M | 37,198 | 7.5% |
| Gitlab Inc(GTLB) | CLASS A COM | 37637K108 | $15.6M | 331,785 | 5.7% |