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CIK 0001795594 • 6 13F filings • May 15, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLUE OWL CAPITAL INC | COM CL A | $52.3M | 6.6% | 3,500,000 SH | New |
| BROADCOM INC | COM | $290.7M | 36.6% | 840,000 SH | New |
| GLOBAL X FDS | GLOBAL X COPPER | $51.0M | 6.4% | 710,000 SH | New |
| GRUPO FINANCIERO GALICIA S.A | SPONSORED ADR | $1.1M | 0.1% | 20,000 SH | New |
| ORACLE CORP | COM | $385.9M | 48.5% | 1,980,000 SH | New |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | $14.1M | 1.8% | 291,000 SH | New |
| 13F-HR |
| 0001795594-26-000006 |
| $1.22B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001795594-25-000009 | $1.06B | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001795594-26-000004 | $5.2M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001795594-25-000005 | $233.2M | View |