Q4 2024 Holdings
Filed 2025-02-04 | 10 holdings | $468.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Applovin Corp(APP) | COM CL A | 03831W108 | $214.1M | 661,100 | 45.7% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $57.7M | 283,900 | 12.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $39.8M | 209,000 | 8.5% |
| Vaneck ETF Trust(GDXJ) | JUNIOR GOLD MINE | 92189F791 | $29.5M | 690,200 | 6.3% |
| Vaneck ETF Trust(GDX) | GOLD MINERS ETF | 92189F106 | $28.4M | 838,300 | 6.1% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $27.4M | 426,272 | 5.8% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $22.4M | 230,700 | 4.8% |
| ACM Resh Inc(ACMR) | COM CL A | 00108J109 | $20.8M | 1,374,699 | 4.4% |
| Cenovus Energy Inc(CVE) | COM | 15135U109 | $16.7M | 1,105,000 | 3.6% |
| Suncor Energy Inc New(SU) | COM | 867224107 | $12.1M | 339,000 | 2.6% |