Q2 2026 Holdings
Filed 2026-08-06 | 6 holdings | $175.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $61.4M | 128,571 | 34.9% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $47.3M | 27,882 | 26.9% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $28.3M | 295,657 | 16.1% |
| Shopify Inc(SHOP) | CL A SUB VTG SHS | 82509L107 | $21.5M | 188,235 | 12.2% |
| Vaneck ETF Trust(SMH) | PUT | 92189F676 | $16.1M | 24,500 | 9.1% |
| Iren Limited(IREN) | CALL | Q4982L109 | $1.2M | 26,500 | 0.7% |