Q4 2024 Holdings
Filed 2025-01-03 | 16 holdings | $215.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $81.2M | 604,380 | 37.6% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $61.7M | 636,224 | 28.6% |
| Meta Platforms CL A ORD(META) | CL A | 30303M102 | $26.0M | 44,488 | 12.1% |
| Luckin Coffee ADR REP 8 ORD(LKNCY) | SPON ADR | 54951L109 | $9.2M | 360,000 | 4.3% |
| Ishares Bitcoin TR(IBIT) | SHS | 46438F101 | $5.0M | 94,350 | 2.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.7M | 11,180 | 2.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $4.3M | 10,680 | 2.0% |
| Alphabet, Inc. CL C(GOOG) | CAP STK CL C | 02079K107 | $3.7M | 19,350 | 1.7% |
| Servicenow Inc(NOW) | COM | 81762P102 | $3.6M | 3,410 | 1.7% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $3.6M | 47,609 | 1.7% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $3.0M | 9,163 | 1.4% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $2.8M | 8,682 | 1.3% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $2.0M | 8,700 | 0.9% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $1.7M | 71,050 | 0.8% |
| Oracle Corp(ORCL) | COM | 68389X105 | $1.6M | 9,720 | 0.8% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $1.5M | 13,368 | 0.7% |