Q4 2025 Holdings
Filed 2026-02-13 | 7 holdings | $164.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $37.5M | 123,464 | 22.8% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $33.5M | 16,635 | 20.3% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $20.0M | 156,592 | 12.1% |
| Ishares Bitcoin Trust ETF(IBIT) | SHS BEN INT | 46438F101 | $19.3M | 389,550 | 11.7% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $18.5M | 1,102,515 | 11.2% |
| Shopify Inc(SHOP) | CL A SUB VTG SHS | 82509L107 | $18.1M | 112,717 | 11.0% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $17.8M | 3,566,135 | 10.8% |