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CIK 0002035224 • 6 13F filings • May 7, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $30.6M | 650.4% | 172,774 SH | New |
| APPLOVIN CORP | COM CL A | $89.3M | 1896.0%Prev: 18.7% | 255,218 SH | Increased+35,534 SH |
| CENOVUS ENERGY INC | COM | $18.4M | 391.1% | 1,355,000 SH | New |
| DECKERS OUTDOOR CORP | COM | $21.4M | 454.7% | 207,900 SH | New |
| PDD HOLDINGS INC | SPONSORED ADS | $24.2M | 514.6% | 231,700 SH | New |
| QIFU TECHNOLOGY INC | AMERICAN DEP | $39.8M | 845.0% | 918,316 SH | New |
| VALARIS LTD | CL A | $6.5M | 138.5% | 155,000 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $40.0M | 848.8%Prev: 9.4% | 768,300 SH | Decreased+290,154 SH |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $43.8M | 929.7%Prev: 8.8% | 648,200 SH | Increased+306,835 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 |