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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 | $9.2M | 3.9% | 37,774 SH | New |
| APPLOVIN CORP | COM CL A | $54.4M | 23.1%Prev: 15.4% | 75,681 SH | Decreased-94,204 SH |
| DOLE PLC | ORD SHS | $9.4M | 4.0%Prev: 4.1% | 700,000 SH | Decreased-1,016,784 SH |
| EQT CORP | COM | $13.6M | 5.8%Prev: 4.8% | 250,000 SH | Decreased-263,039 SH |
| PDD HOLDINGS INC | SPONSORED ADS | $16.5M | 7.0% | 125,000 SH | New |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | $6.7M | 2.8% | 285,000 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $49.5M | 21.1%Prev: 8.0% | 648,300 SH | Increased+45,354 SH |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $53.3M | 22.7%Prev: 7.0% | 538,200 SH | Increased+132,347 SH |
| VEON LTD | SPONSORED ADS | $22.5M | 9.6%Prev: 5.8% | 413,021 SH | Decreased-217,595 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 |