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CIK 0001708139 • 6 13F filings • May 9, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $114K | 5.6%Prev: 6.1% | 909,318 SH | Decreased |
| AMAZON COM INC | COM | $351K | 17.2%Prev: 16.8% | 1,522,573 SH | Increased |
| BROADCOM INC | COM | $418K | 20.5%Prev: 18.1% | 1,206,642 SH | Increased+115,150 SH |
| HDFC BANK LTD | SPONSORED ADS | $50K | 2.5%Prev: 2.3% | 1,369,248 SH | Increased |
| ICICI BANK LIMITED | ADR | $235K | 11.5%Prev: 12.0% | 7,890,422 SH | Decreased |
| INTUIT | COM | $32K | 1.6%Prev: 1.7% | 48,454 SH | Decreased |
| MICROSOFT CORP | COM | $406K | 19.9%Prev: 21.8% | 838,866 SH | Decreased |
| S&P GLOBAL INC | COM | $260K | 12.8%Prev: 12.2% | 498,333 SH | Increased |
| SHARKNINJA INC | COM SHS | $46K | 2.3%Prev: 2.2% | 415,165 SH | Increased |
| SHERWIN WILLIAMS CO | COM | $128K | 6.3%Prev: 6.9% | 395,785 SH | Decreased |
| 13F-HR |
| 0001708139-26-000010 |
| $1.6M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001708139-25-000005 | $1.9M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001708139-26-000007 | $1.6M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001708139-25-000003 | $1.9M | View |