Q2 2025 Holdings
Filed 2025-07-29 | 5 holdings | $137.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| RIO Tinto PLC(RIO) | SPONSORED ADR | 767204100 | $70.4M | 1,207,517 | 51.4% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $35.1M | 556,144 | 25.6% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $16.2M | 1,240,791 | 11.8% |
| Smart SH Global LTD | ADS | 83193E102 | $8.4M | 7,373,915 | 6.1% |
| Ishares Bitcoin Trust ETF(IBIT) | SHS BEN INT | 46438F101 | $7.0M | 114,841 | 5.1% |