Q1 2023 Holdings
Filed 2025-02-12 | 147 holdings | $682.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $97.6M | 20,495,920 | 14.3% |
| Hims & Hers Health Inc(HIMS) | COM CL A | 433000106 | $77.4M | 7,806,620 | 11.4% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $66.8M | 468,483 | 9.8% |
| Finvolution Group(FINV) | SPONSORED ADS | 31810T101 | $45.7M | 10,968,490 | 6.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $45.4M | 157,592 | 6.7% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $27.8M | 131,386 | 4.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $24.8M | 781,711 | 3.6% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $21.6M | 450,370 | 3.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $18.1M | 174,914 | 2.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $17.2M | 166,167 | 2.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $15.8M | 76,071 | 2.3% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $15.1M | 75,562 | 2.2% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $13.3M | 541,959 | 1.9% |
| Marathon Digital Holdings in(MARA) | COM | 565788106 | $9.6M | 1,102,898 | 1.4% |
| Okta Inc(OKTA) | CL A | 679295105 | $9.4M | 109,089 | 1.4% |
| Alphabet Inc(GOOGL)Call | CAP STK CL A | 02079K305 | $9.3M | 90,000 | 1.4% |
| Iris Energy LTD(IREN) | ORDINARY SHARES | Q4982L109 | $8.9M | 2,903,435 | 1.3% |
| Micron Technology Inc(MU) | COM | 595112103 | $8.6M | 143,314 | 1.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $8.1M | 29,250 | 1.2% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $8.1M | 255,760 | 1.2% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $7.8M | 4,412,140 | 1.1% |
| Riot Blockchain Inc(RIOT) | COM | 767292105 | $6.6M | 661,196 | 1.0% |
| Coinbase Global Inc(COIN)Call | COM CL A | 19260Q107 | $5.4M | 80,000 | 0.8% |
| Pagaya Technologies LTD(PGY) | CL A SHS | M7S64L123 | $5.1M | 4,978,787 | 0.7% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $4.8M | 71,065 | 0.7% |
| Block Inc(XYZ) | CL A | 852234103 | $3.7M | 53,512 | 0.5% |
| Wolfspeed Inc(WOLF*)Call | COM | 977852102 | $3.6M | 55,000 | 0.5% |
| SEA LTD(SE)Call | SPONSORD ADS | 81141R100 | $3.5M | 40,000 | 0.5% |
| Baidu ONC(BIDUN) | SPON ADR REP A | 056752108 | $3.4M | 22,217 | 0.5% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $3.3M | 26,838 | 0.5% |
| Microsoft Corp(MSFT)Call | COM | 594918104 | $3.2M | 11,000 | 0.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $3.0M | 34,507 | 0.4% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $2.9M | 22,957 | 0.4% |
| Microstrategy Inc(MSTR)Call | CL A NEW | 594972408 | $2.9M | 10,000 | 0.4% |
| Shopify Inc(SHOP)Call | CL A | 82509L107 | $2.9M | 60,000 | 0.4% |
| Servicenow Inc(NOW) | COM | 81762P102 | $2.6M | 5,666 | 0.4% |
| Inter & Co Inc(INTR) | CLASS A COM | G4R20B107 | $2.2M | 1,321,128 | 0.3% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $2.2M | 118,482 | 0.3% |
| Cleanspark Inc(CLSK) | COM NEW | 18452B209 | $2.1M | 769,959 | 0.3% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $2.1M | 48,207 | 0.3% |
| Microstrategy Inc(MSTR) | CL A NEW | 594972408 | $1.9M | 6,628 | 0.3% |
| Cipher Mining Inc(CIFR) | COM | 17253J106 | $1.9M | 830,331 | 0.3% |
| Sofi Technologies Inc(SOFI) | COM | 83406F102 | $1.7M | 285,923 | 0.3% |
| Luminar Technologies Inc | COM CL A | 550424105 | $1.7M | 121,106 | 0.3% |
| HUT 8 MNG Corp | COM | 44812T102 | $1.6M | 862,418 | 0.2% |
| Marvell Technology Inc(MRVL)Call | COM | 573874104 | $1.5M | 35,000 | 0.2% |
| Gitlab Inc(GTLB) | CLASS A COM | 37637K108 | $1.5M | 43,713 | 0.2% |
| Agenus Inc(AGENEUR) | COM NEW | 00847G705 | $1.5M | 963,326 | 0.2% |
| HP Inc(HPQ) | COM | 40434L105 | $1.4M | 47,557 | 0.2% |
| Block Inc(XYZ)Call | CL A | 852234103 | $1.4M | 20,000 | 0.2% |