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CIK 0002035224 • 6 13F filings • May 7, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLOVIN CORP | COM CL A | $63.3M | 22.7%Prev: 23.1% | 93,978 SH | Increased+18,297 SH |
| DOLE PLC | ORD SHS | $21.5M | 7.7%Prev: 4.0% | 1,431,975 SH | Increased+731,975 SH |
| EQT CORP | COM | $25.9M | 9.3%Prev: 5.8% | 482,600 SH | Increased+232,600 SH |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | $12.0M | 4.3% | 146,452 SH | New |
| PDD HOLDINGS INC | SPONSORED ADS | $20.6M | 7.4%Prev: 7.0% | 181,680 SH | Increased+56,680 SH |
| TAPESTRY INC | COM | $10.2M | 3.7% | 80,000 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $49.2M | 17.7%Prev: 21.1% | 573,300 SH | Decreased-75,000 SH |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $48.7M | 17.5%Prev: 22.7% | 428,200 SH | Decreased-110,000 SH |
| VEON LTD | SPONSORED ADS | $27.1M | 9.7%Prev: 9.6% | 514,927 SH | Increased+101,906 SH |
| 13F-HR |
| 0002035224-26-000004 |
| $568.0M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0002035224-25-000019 | $4.7M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0002035224-26-000003 | $467.2M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0002035224-25-000018 | $264.1M | View |