Q2 2025 Holdings
Filed 2025-08-14 | 10 holdings | $403.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $110.7M | 150,000 | 27.5% |
| Netflix Inc(NFLX) | COM | 64110L106 | $100.4M | 75,000 | 24.9% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $82.9M | 525,000 | 20.6% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $38.0M | 550,000 | 9.4% |
| Oracle Corp(ORCL) | COM | 68389X105 | $17.5M | 80,000 | 4.3% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $14.0M | 150,000 | 3.5% |
| ON Hldg AG(ONON) | NAMEN AKT A | H5919C104 | $11.9M | 227,714 | 2.9% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $10.3M | 150,000 | 2.5% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $8.8M | 25,000 | 2.2% |
| Doordash Inc(DASH) | CL A | 25809K105 | $8.6M | 35,000 | 2.1% |