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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 | $87.4M | 18.7%Prev: 26.3% | 219,684 SH | Increased-42,534 SH |
| COREWEAVE INC | COM CL A | $69.5M | 14.9% | 896,762 SH | New |
| DOLE PLC | ORD SHS | $19.4M | 4.1% | 1,355,823 SH | New |
| EQT CORP | COM | $30.1M | 6.4% | 472,600 SH | New |
| FUTU HLDGS LTD | SPON ADS CL A | $12.3M | 2.6% | 90,000 SH | New |
| INTEL CORP | COM | $35.8M | 7.7% | 811,115 SH | New |
| MARATHON PETE CORP | COM | $5.3M | 1.1% | 21,805 SH | New |
| NOKIA CORP | SPONSORED ADR | $47.9M | 10.3% | 5,960,932 SH | New |
| NVIDIA CORPORATION | COM | $48.8M | 10.5% | 280,000 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $43.9M | 9.4%Prev: 13.5% | 478,146 SH | Increased-298,154 SH |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $41.0M | 8.8%Prev: 13.3% | 341,365 SH | Increased-270,835 SH |
| VEON LTD | SPONSORED ADS | $25.8M | 5.5% | 557,612 SH | New |
| 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 |