Q4 2024 Holdings
Filed 2025-02-14 | 11 holdings | $137.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Atlassian Corporation(TEAM) | CL A | 049468101 | $22.3M | 91,608 | 16.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $21.7M | 114,773 | 15.8% |
| Workday Inc(WDAY) | CL A | 98138H101 | $18.3M | 70,870 | 13.3% |
| TPG Inc(TPG) | COM CL A | 872657101 | $16.7M | 265,892 | 12.2% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $15.0M | 235,049 | 10.9% |
| Elevance Health Inc(ELV) | COM | 036752103 | $11.5M | 31,215 | 8.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $9.4M | 29,613 | 6.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.1M | 19,194 | 5.9% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $5.9M | 11,152 | 4.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.4M | 24,469 | 3.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.3M | 38,704 | 2.4% |