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CIK 0001633799 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $62.9M | 2.5%Prev: 0.3% | 428,870 SH | Increased+347,344 SH |
| AMAZON COM INC | COM | $125.1M | 5.0%Prev: 5.8% | 542,029 SH | Decreased-568,123 SH |
| APPLOVIN CORP | COM CL A | $48.6M | 1.9%Prev: 1.9% | 72,068 SH | Decreased-36,648 SH |
| BLOCK INC | CL A | $12.2M | 0.5%Prev: 0.9% | 187,590 SH | Decreased-312,410 SH |
| BLOOM ENERGY CORP | COM CL A | $21.1M | 0.8%Prev: 1.9% | 242,332 SH | Decreased-725,668 SH |
| CARVANA CO | CL A | $16.8M | 0.7%Prev: 2.1% | 39,833 SH | Decreased-189,327 SH |
| CELESTICA INC | COM | $12.6M | 0.5%Prev: 0.1% | 42,687 SH | Increased+18,032 SH |
| COGENT COMMUNICATIONS HLDGS | COM NEW | $3.9M | 0.2%Prev: 0.1% | 179,661 SH | Decreased+73,956 SH |
| COHERENT CORP | COM | $12.5M | 0.5% | 67,976 SH | New |
| DT MIDSTREAM INC | COMMON STOCK | $3.0M | 0.1% | 25,165 SH | New |
| ENOVIX CORPORATION | COM | $6.0M | 0.2%Prev: 0.1% | 814,846 SH | Increased+515,007 SH |
| ENTEGRIS INC | COM | $27.0M | 1.1%Prev: 0.1% | 320,681 SH | Increased+257,315 SH |
| EPAM SYS INC | COM | $28.4M | 1.1% | 138,806 SH | New |
| EQT CORP | COM | $12.2M | 0.5%Prev: 0.7% | 227,062 SH | Decreased-344,799 SH |
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | $30.9M | 1.2%Prev: 0.2% | 755,620 SH | Increased+517,367 SH |
| FIRST SOLAR INC | COM | $21.7M | 0.9%Prev: 1.1% | 83,150 SH | Decreased-124,103 SH |
| FISERV INC | COM | $27.7M | 1.1% | 412,619 SH | New |
| FLOOR & DECOR HLDGS INC | CL A | $6.1M | 0.2%Prev: 0.1% | 100,439 SH | Increased+32,132 SH |
| GDS HLDGS LTD | SPONSORED ADS | $19.5M | 0.8%Prev: 0.7% | 557,312 SH | Decreased-167,167 SH |
| GLOBANT S A | COM | $5.8M | 0.2% | 89,115 SH | New |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $8.9M | 0.4% | 1,782,744 SH | New |
| HUT 8 CORP | COM | $9.5M | 0.4%Prev: 0.7% | 205,722 SH | Decreased-602,569 SH |
| ICHOR HOLDINGS | SHS | $3.1M | 0.1% | 165,625 SH | New |
| IMAX CORP | COM | $6.0M | 0.2%Prev: 0.1% | 161,132 SH | Increased+35,227 SH |
| INVESCO QQQ TR | UNIT SER 1 | $280.7M | 11.3%Prev: 6.8% | 457,000 SH | Decreased-19,000 SH |
| ISHARES SILVER TR | ISHARES | $23.2M | 0.9% | 360,000 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $42.7M | 1.7%Prev: 8.4% | 490,000 SH | Decreased-3,473,000 SH |
| ISHARES TR | RUSSELL 2000 ETF | $328.9M | 13.2%Prev: 5.1% | 1,336,000 SH | Increased+451,000 SH |
| LIBERTY ENERGY INC | COM CL A | $9.1M | 0.4% | 494,991 SH | New |
| MICRON TECHNOLOGY INC | COM | $9.3M | 0.4% | 32,600 SH | New |
| MICROSOFT CORP | COM | $56.9M | 2.3%Prev: 2.1% | 117,700 SH | Decreased-49,380 SH |
| NETFLIX INC | COM | $15.3M | 0.6% | 163,000 SH | New |
| NEXTPOWER INC | CLASS A COM | $6.0M | 0.2% | 68,404 SH | New |
| NU HLDGS LTD | ORD SHS CL A | $18.6M | 0.7%Prev: 0.7% | 1,112,406 SH | Decreased-763,094 SH |
| NVIDIA CORPORATION | COM | $153.5M | 6.2%Prev: 1.0% | 822,834 SH | Increased+598,429 SH |
| REDDIT INC | CL A | $12.1M | 0.5%Prev: 0.4% | 52,803 SH | Decreased-11,237 SH |
| ROCKET COS INC | COM CL A | $12.2M | 0.5%Prev: 0.4% | 629,393 SH | Decreased-330,297 SH |
| SALESFORCE INC | COM | $7.1M | 0.3% | 26,780 SH | New |
| SEA LTD | SPONSORD ADS | $13.3M | 0.5% | 104,000 SH | New |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $4.2M | 0.2% | 15,400 SH | New |
| SHIFT4 PMTS INC | CL A | $804K | 0.0% | 12,766 SH | New |
| SHOALS TECHNOLOGIES GROUP IN | CL A | $9.2M | 0.4% | 1,086,479 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $12.0M | 0.5% | 74,808 SH | New |
| SPDR GOLD TR | GOLD SHS | $97.1M | 3.9% | 245,000 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $696.4M | 27.9%Prev: 21.2% | 1,021,200 SH | Decreased-317,800 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $27.9M | 1.1%Prev: 0.4% | 91,740 SH | Increased+26,740 SH |
| TERAWULF INC | COM | $11.7M | 0.5%Prev: 0.3% | 1,019,138 SH | Decreased-128,862 SH |
| TEXAS INSTRS INC | COM | $9.8M | 0.4% | 56,396 SH | New |
| TIC SOLUTIONS INC | COM | $8.5M | 0.3% | 835,935 SH | New |
| TWILIO INC | CL A | $9.1M | 0.4% | 64,116 SH | New |
| UNITY SOFTWARE INC | COM | $12.0M | 0.5%Prev: 0.8% | 270,770 SH | Decreased-619,683 SH |
| UPSTART HLDGS INC | COM | $21.3M | 0.9% | 487,060 SH | New |
| UWM HOLDINGS CORPORATION | COM CL A | $7.4M | 0.3%Prev: 0.2% | 1,700,450 SH | Decreased+339,301 SH |
| WARBY PARKER INC | CL A COM | $10.5M | 0.4%Prev: 0.1% | 481,094 SH | Increased+374,571 SH |
| WILLIAMS COS INC | COM | $18.7M | 0.7%Prev: 0.8% | 311,295 SH | Decreased-214,536 SH |
| ZILLOW GROUP INC | CL C CAP STK | $18.2M | 0.7%Prev: 0.5% | 266,218 SH | Decreased+788 SH |
| 13F-HR |
| 0001633799-26-000009 |
| $3.25B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001633799-25-000011 | $2.74B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001633799-26-000006 | $1.58B | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001633799-25-000004 | $936.1M | View |