Q1 2026 Holdings
Filed 2026-05-13 | 5 holdings | $123.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac(TSM) | SPONSORED ADS | 874039100 | $37.0M | 109,498 | 29.9% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $35.9M | 20,759 | 29.0% |
| Ishares Bitcoin Trust ETF(IBIT) | SHS BEN INT | 46438F101 | $20.6M | 534,900 | 16.6% |
| Shopify Inc(SHOP) | CL A SUB VTG SHS | 82509L107 | $16.3M | 137,158 | 13.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $14.1M | 170,436 | 11.4% |