Q1 2026 Holdings
Filed 2026-05-12 | 7 holdings | $53.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $31.5M | 2,354,269 | 59.0% |
| Ibotta Inc(IBTA) | CLASS A COM SHS | 451051106 | $11.0M | 367,032 | 20.6% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $6.7M | 810,448 | 12.6% |
| Here Group LTD(HERE) | ADS | 74767N107 | $2.7M | 770,650 | 5.1% |
| Xchg LTD | SPONSORED ADS | 98370X103 | $718.8K | 647,589 | 1.3% |
| Commerce.com Inc(CMRC) | COM SER 1 | 08975P108 | $399.8K | 149,721 | 0.7% |
| Blaize Hldgs Inc(BZAI) | COM | 092915107 | $297.9K | 163,670 | 0.6% |