Q2 2026 Holdings
Filed 2026-08-12 | 7 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $197.4M | 2,998,748 | 19.5% |
| Wise Group PLC(WISE) | ORD SHS CLASS A | G9723Y105 | $185.7M | 15,591,685 | 18.3% |
| Viking Holdings LTD(VIK) | ORD SHS | G93A5A101 | $157.0M | 1,500,000 | 15.5% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $153.9M | 8,861,284 | 15.2% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $133.4M | 229,692 | 13.2% |
| Synopsys Inc(SNPS) | COM | 871607107 | $132.6M | 297,244 | 13.1% |
| Taiwan Semiconductor Manufac(TSM) | SPONSORED ADS | 874039100 | $53.0M | 111,059 | 5.2% |