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CIK 0001749333 • 6 13F filings • May 15, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $6.8M | 2.9%Prev: 5.0% | 46,570 SH | Decreased-14,947 SH |
| ALPHABET INC | CAP STK CL A | $14.2M | 6.1%Prev: 7.9% | 45,330 SH | Decreased-25,634 SH |
| AMAZON COM INC | COM | $13.7M | 5.9%Prev: 9.2% | 59,501 SH | Decreased-31,431 SH |
| AMERICAN EXPRESS CO | COM | $4.4M | 1.9%Prev: 1.8% | 11,800 SH | Increased-169 SH |
| BOOKING HOLDINGS INC | COM | $7.4M | 3.2%Prev: 1.7% | 1,380 SH | Increased+709 SH |
| CARNIVAL CORP | UNIT 99/99/9999 | $4.1M | 1.8%Prev: 1.3% | 134,568 SH | Increased+39,874 SH |
| COCA COLA CO | COM | $9.3M | 4.0%Prev: 4.7% | 132,835 SH | Decreased-20,750 SH |
| COINBASE GLOBAL INC | COM CL A | $3.4M | 1.4%Prev: 1.5% | 14,935 SH | Increased+4,983 SH |
| COLGATE PALMOLIVE CO | COM | $4.6M | 2.0%Prev: 2.2% | 58,497 SH | Decreased-891 SH |
| COSTCO WHSL CORP NEW | COM | $12.3M | 5.3%Prev: 6.2% | 14,296 SH | Decreased-334 SH |
| DIAGEO PLC | SPON ADR NEW | $2.8M | 1.2%Prev: 0.9% | 32,260 SH | Increased+11,441 SH |
| DISNEY WALT CO | COM | $3.0M | 1.3%Prev: 2.3% | 26,000 SH | Decreased-18,188 SH |
| DOMINOS PIZZA INC | COM | $2.8M | 1.2% | 6,755 SH | New |
| FERRARI N V | COM | $5.8M | 2.5%Prev: 1.0% | 15,789 SH | Increased+11,516 SH |
| HOME DEPOT INC | COM | $9.2M | 3.9%Prev: 3.2% | 26,770 SH | Increased+9,491 SH |
| LOWES COS INC | COM | $5.7M | 2.5%Prev: 1.1% | 23,810 SH | Increased+14,669 SH |
| MASTERCARD INCORPORATED | CL A | $8.7M | 3.7%Prev: 3.4% | 15,196 SH | Increased+2,178 SH |
| MCDONALDS CORP | COM | $3.9M | 1.7%Prev: 1.8% | 12,877 SH | Decreased-170 SH |
| MERCADOLIBRE INC | COM | $5.7M | 2.4%Prev: 2.7% | 2,844 SH | Decreased+324 SH |
| META PLATFORMS INC | CL A | $12.7M | 5.4%Prev: 3.1% | 19,194 SH | Increased+10,079 SH |
| MICRON TECHNOLOGY INC | COM | $4.7M | 2.0% | 16,586 SH | New |
| MICROSOFT CORP | COM | $4.8M | 2.1% | 9,962 SH | New |
| MONDELEZ INTL INC | CL A | $4.2M | 1.8%Prev: 1.5% | 78,527 SH | Increased+25,497 SH |
| NETFLIX INC | COM | $5.7M | 2.4% | 61,071 SH | New |
| PINTEREST INC | CL A | $3.2M | 1.4%Prev: 1.0% | 124,263 SH | Increased+54,653 SH |
| PROCTER AND GAMBLE CO | COM | $11.1M | 4.8%Prev: 3.5% | 77,601 SH | Increased+28,055 SH |
| ROYAL CARIBBEAN GROUP | COM | $2.1M | 0.9% | 7,627 SH | New |
| SEA LTD | SPONSORD ADS | $5.2M | 2.2%Prev: 2.5% | 40,963 SH | Decreased+10,047 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $5.5M | 2.4%Prev: 2.7% | 34,237 SH | Decreased-4,898 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $5.1M | 2.2%Prev: 2.8% | 8,772 SH | Decreased-84 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $3.9M | 1.7% | 12,813 SH | New |
| TESLA INC | COM | $9.2M | 3.9%Prev: 5.5% | 20,379 SH | Decreased-6,423 SH |
| UBER TECHNOLOGIES INC | COM | $4.4M | 1.9% | 53,820 SH | New |
| VISA INC | COM CL A | $9.5M | 4.0%Prev: 3.3% | 26,984 SH | Increased+5,856 SH |
| WALMART INC | COM | $14.8M | 6.3%Prev: 8.4% | 132,585 SH | Decreased-45,730 SH |
| 13F-HR |
| 0001749333-26-000005 |
| $219.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001749333-25-000005 | $224.3M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001749333-26-000004 | $206.6M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001750312-25-000006 | $215.5M | View |