Q3 2026 Holdings
Filed 2026-11-03 | 10 holdings | $49.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $32.4M | 2,192,407 | 65.6% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $6.6M | 802,090 | 13.4% |
| Ibotta Inc(IBTA) | CLASS A COM SHS | 451051106 | $5.9M | 149,760 | 11.9% |
| Neutron Holdings Inc(LIME) | COM | 64125S104 | $1.9M | 67,801 | 3.9% |
| Here Group LTD(HERE) | ADS | 74767N107 | $1.3M | 770,650 | 2.6% |
| Space Exploration Techn Corp(SPCX) | CLASS A COM STK | 84615Q103 | $499.3K | 3,310 | 1.0% |
| Commerce.com Inc(CMRC) | COM SER 1 | 08975P108 | $473.1K | 149,721 | 1.0% |
| Teamshares Inc(TMS) | COM | 87821B109 | $154.1K | 21,207 | 0.3% |
| Xchg LTD | SPONSORED ADS | 98370X103 | $103.9K | 32,379 | 0.2% |
| Blaize Hldgs Inc(BZAI) | COM | 092915107 | $78.1K | 163,670 | 0.2% |