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CIK 0001421669 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $18.8M | 6.7% | 150,000 SH | New |
| ALPHABET INC | CAP STK CL A | $32.4M | 11.5% | 112,500 SH | New |
| AMAZON COM INC | COM | $26.0M | 9.2%Prev: 6.8% | 125,000 SH | Increased |
| ANALOG DEVICES INC | COM | $12.7M | 4.5%Prev: 11.6% | 40,000 SH | Decreased-160,000 SH |
| APPLIED MATLS INC | COM | $12.0M | 4.2% | 35,000 SH | New |
| APPLOVIN CORP | COM CL A | $37.8M | 13.4%Prev: 7.2% | 95,000 SH | Increased |
| CARVANA CO | CL A | $43.2M | 15.3%Prev: 8.4% | 137,500 SH | Increased-2,500 SH |
| MERCADOLIBRE INC | COM | $30.3M | 10.7%Prev: 9.0% | 17,500 SH | Decreased+1,500 SH |
| META PLATFORMS INC | CL A | $60.1M | 21.3%Prev: 14.1% | 105,000 SH | Increased+20,000 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $8.4M | 3.0% | 25,000 SH | New |
| 13F-HR |
| 0001493152-26-038301 |
| $373.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001641172-25-023994 | $407.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001493152-26-023732 | $281.7M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001641172-25-010871 | $348.2M | View |