Q1 2025 Holdings
Filed 2025-05-15 | 38 holdings | $975.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $80.7M | 140,000 | 8.3% |
| Block Inc(XYZ) | CL A | 852234103 | $57.0M | 1,050,000 | 5.8% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $52.6M | 360,000 | 5.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $49.4M | 800,000 | 5.1% |
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $48.7M | 220,000 | 5.0% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $42.4M | 200,000 | 4.4% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $41.5M | 9,000 | 4.3% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $37.0M | 525,000 | 3.8% |
| Jd.com Inc(JD) | SPON ADS CL A | 47215P106 | $32.9M | 800,000 | 3.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $32.6M | 35,000 | 3.3% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $31.9M | 190,000 | 3.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $31.4M | 150,000 | 3.2% |
| Intuit(INTU) | COM | 461202103 | $31.3M | 50,980 | 3.2% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $30.7M | 200,000 | 3.2% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $27.1M | 600,000 | 2.8% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $26.1M | 200,000 | 2.7% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $23.8M | 420,000 | 2.4% |
| Ishares Bitcoin Trust ETF(IBIT) | SHS BEN INT | 46438F101 | $22.8M | 488,000 | 2.3% |
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $19.9M | 600,000 | 2.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $19.8M | 200,000 | 2.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $19.8M | 150,000 | 2.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $19.6M | 300,000 | 2.0% |
| Reddit Inc(RDDT) | CL A | 75734B100 | $18.9M | 180,000 | 1.9% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $18.7M | 210,000 | 1.9% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $18.3M | 110,000 | 1.9% |
| Western Digital Corp(WDC) | COM | 958102105 | $16.2M | 400,000 | 1.7% |
| Maplebear Inc(CART) | COM | 565394103 | $16.0M | 400,000 | 1.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $15.4M | 150,000 | 1.6% |
| Doordash Inc(DASH) | CL A | 25809K105 | $14.6M | 80,000 | 1.5% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $14.6M | 200,000 | 1.5% |
| ARK ETF TR(ARKK) | INNOVATION ETF | 00214Q104 | $12.8M | 270,000 | 1.3% |
| Micron Technology Inc(MU) | COM | 595112103 | $11.3M | 130,000 | 1.2% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $11.0M | 200,738 | 1.1% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $10.5M | 525,000 | 1.1% |
| Docusign Inc(DOCU) | COM | 256163106 | $9.0M | 110,000 | 0.9% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $7.0M | 1,100,000 | 0.7% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $1.4M | 2,700 | 0.1% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $468.9K | 1,000 | 0.0% |