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CIK 0001908316 • 3 13F filings • May 14, 2025 – Nov 14, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $13.0M | 13.8%Prev: 13.6% | 59,193 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $4.4M | 4.6%Prev: 4.5% | 7,664 SH | Increased |
| MERCADOLIBRE INC | COM | $10.6M | 11.2%Prev: 12.4% | 4,517 SH | Decreased |
| META PLATFORMS INC | CL A | $12.2M | 12.9%Prev: 12.9% | 16,611 SH | Decreased |
| MICROSOFT CORP | COM | $16.0M | 17.0%Prev: 16.2% | 30,955 SH | Increased |
| NU HLDGS LTD | ORD SHS CL A | $5.1M | 5.4%Prev: 4.6% | 316,701 SH | Increased |
| NVIDIA CORPORATION | COM | $8.1M | 8.5%Prev: 7.2% | 43,157 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $22.1M | 23.5%Prev: 18.8% | 79,237 SH | Increased |
| THE TRADE DESK INC | COM CL A | $2.9M | 3.0%Prev: 7.8% | 58,567 SH | Decreased-44,698 SH |
| 13F-HR |
| 0001420506-25-001123 |
| $87.1M |
| View |