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CIK 0001732768 • 7 13F filings • May 15, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $2.5M | 0.0% | 17,100 SH | New |
| AMAZON COM INC | COM | $9.8M | 0.2%Prev: 0.2% | 42,410 SH | Increased |
| API GROUP CORP | COM STK | $11.8M | 0.2%Prev: 0.2% | 307,200 SH | Increased |
| AURORA INNOVATION INC | CLASS A COM | $31.3M | 0.5%Prev: 0.6% | 8,153,945 SH | Decreased+2,072,366 SH |
| CARVANA CO | CL A | $1.20B | 21.0%Prev: 21.6% | 2,855,140 SH | Increased-238,396 SH |
| CLOUDFLARE INC | CL A COM | $34.6M | 0.6% | 175,635 SH | New |
| CRH PLC | ORD | $7.5M | 0.1%Prev: 0.1% | 59,761 SH | Increased |
| DUOLINGO INC | CL A COM | $5.9M | 0.1%Prev: 0.1% | 33,563 SH | Decreased+8,563 SH |
| ENERGY FUELS INC | COM NEW | $1.4M | 0.0% | 96,900 SH | New |
| FIRST MAJESTIC SILVER CORP | COM | $167.4M | 2.9%Prev: 2.3% | 10,046,918 SH | Increased+24,228 SH |
| GINKGO BIOWORKS HOLDINGS INC | CL A NEW | $2.1M | 0.0%Prev: 0.1% | 250,282 SH | Decreased |
| HARMONY GOLD MINING CO LTD | SPONSORED ADR | $97.5M | 1.7%Prev: 3.8% | 4,897,286 SH | Decreased-6,437,447 SH |
| HYATT HOTELS CORP | COM CL A | $10.1M | 0.2%Prev: 0.2% | 62,923 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $61.0M | 1.1%Prev: 0.6% | 107,756 SH | Increased+31,399 SH |
| JOBY AVIATION INC | COMMON STOCK | $41.4M | 0.7%Prev: 0.7% | 3,138,240 SH | Increased+799,260 SH |
| MERCADOLIBRE INC | COM | $40.6M | 0.7%Prev: 0.6% | 20,152 SH | Increased+5,138 SH |
| MICROSOFT CORP | COM | $43.0M | 0.7%Prev: 0.7% | 88,837 SH | Increased+15,814 SH |
| MODERNA INC | COM | $14.7M | 0.3%Prev: 0.2% | 498,693 SH | Increased+125,598 SH |
| NOVAGOLD RES INC | COM NEW | $328.0M | 5.7%Prev: 5.7% | 35,196,788 SH | Increased+84,820 SH |
| NVIDIA CORPORATION | COM | $96.0M | 1.7%Prev: 1.3% | 514,967 SH | Increased+131,307 SH |
| PARAMOUNT SKYDANCE CORP | COM CL B | $632.4M | 11.0%Prev: 16.5% | 47,193,833 SH | Decreased+105,208 SH |
| PONY AI INC | SPONSORED ADS | $59.6M | 1.0%Prev: 1.0% | 4,107,512 SH | Increased+1,727,620 SH |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | $2.9M | 0.1% | 179,200 SH | New |
| RANGE RES CORP | COM | $254.5M | 4.4%Prev: 5.0% | 7,216,694 SH | Decreased+16,220 SH |
| RECURSION PHARMACEUTICALS IN | CL A | $20.2M | 0.4%Prev: 0.3% | 4,931,057 SH | Increased+1,255,980 SH |
| ROCKET COS INC | COM CL A | $5.8M | 0.1% | 299,900 SH | New |
| SERVICENOW INC | COM | $43.7M | 0.8%Prev: 0.8% | 285,325 SH | Increased+239,221 SH |
| SIBANYE STILLWATER LTD | SPONSORED ADR | $405.1M | 7.1%Prev: 5.9% | 28,430,409 SH | Increased |
| SLB LIMITED | COM STK | $228.7M | 4.0% | 5,959,933 SH | New |
| SUNRUN INC | COM | $4.5M | 0.1% | 243,500 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $83.5M | 1.5%Prev: 1.1% | 274,878 SH | Increased+69,878 SH |
| TEMPUS AI INC | CL A | $67.5M | 1.2%Prev: 1.2% | 1,143,526 SH | Increased+359,667 SH |
| TESLA INC | COM | $26.4M | 0.5%Prev: 0.4% | 58,804 SH | Increased+14,843 SH |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | $887.1M | 15.5%Prev: 10.7% | 28,422,768 SH | Increased-166,022 SH |
| VALARIS LTD | CL A | $187.4M | 3.3%Prev: 3.3% | 3,719,176 SH | Increased+8,247 SH |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $296.2M | 5.2%Prev: 4.7% | 2,602,894 SH | Increased+20,157 SH |
| VEON LTD | SPONSORED ADS | $318.6M | 5.6%Prev: 6.1% | 6,060,852 SH | Decreased+16,758 SH |
| VERTIV HOLDINGS CO | COM CL A | $2.6M | 0.0% | 16,300 SH | New |
| 13F-HR |
| 0001172661-26-002907 |
| $4.67B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003216 | $4.70B | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001922 | $5.06B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002046 | $3.83B | View |