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CIK 0001020066 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $1.1M | 0.0% | 7,511 SH | New |
| ALPHABET INC | CAP STK CL A | $1.55B | 4.7%Prev: 3.2% | 4,939,049 SH | Increased+167,952 SH |
| AMAZON COM INC | COM | $1.72B | 5.2%Prev: 5.1% | 7,440,012 SH | Decreased-973,987 SH |
| AMPHENOL CORP NEW | CL A | $118.8M | 0.4%Prev: 0.3% | 879,004 SH | Increased+83,770 SH |
| APPLOVIN CORP | COM CL A | $986.0M | 3.0%Prev: 2.0% | 1,463,351 SH | Increased+446,392 SH |
| ARGENX SE | SPONSORED ADR | $300.1M | 0.9%Prev: 0.0% | 356,870 SH | Increased+340,245 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $716.8M | 2.2%Prev: 1.4% | 669,985 SH | Increased+140,821 SH |
| ATLASSIAN CORPORATION | CL A | $22.1M | 0.1%Prev: 1.2% | 136,534 SH | Decreased-2,505,196 SH |
| AXON ENTERPRISE INC | COM | $914.0M | 2.8%Prev: 2.9% | 1,609,436 SH | Decreased+167,095 SH |
| BLOCK INC | CL A | $386.0M | 1.2%Prev: 2.3% | 5,929,883 SH | Decreased-5,673,174 SH |
| BOSTON SCIENTIFIC CORP | COM | $76.8M | 0.2% | 805,164 SH | New |
| BROADCOM INC | COM | $731.8M | 2.2%Prev: 1.9% | 2,114,521 SH | Increased+53,897 SH |
| BUILDERS FIRSTSOURCE INC | COM | $283.8M | 0.9%Prev: 0.8% | 2,757,969 SH | Decreased+327,067 SH |
| CADENCE DESIGN SYSTEM INC | COM | $78.8M | 0.2%Prev: 0.3% | 252,008 SH | Decreased-79,879 SH |
| CARLISLE COS INC | COM | $309.5M | 0.9%Prev: 0.8% | 967,640 SH | Increased+118,139 SH |
| CARPENTER TECHNOLOGY CORP | COM | $195.7M | 0.6% | 621,684 SH | New |
| CARVANA CO | CL A | $1.03B | 3.1%Prev: 1.8% | 2,442,534 SH | Increased+751,019 SH |
| CLOUDFLARE INC | CL A COM | $735.6M | 2.2%Prev: 2.3% | 3,731,287 SH | Decreased-77,032 SH |
| COUPANG INC | CL A | $243.4M | 0.7%Prev: 1.0% | 10,319,665 SH | Decreased-704,512 SH |
| DATADOG INC | CL A COM | $205.9M | 0.6%Prev: 0.7% | 1,513,800 SH | Decreased-380,880 SH |
| DOORDASH INC | CL A | $1.02B | 3.1%Prev: 3.0% | 4,496,607 SH | Decreased+473,316 SH |
| DUOLINGO INC | CL A COM | $7.0M | 0.0%Prev: 0.0% | 39,975 SH | Decreased-7,697 SH |
| FERRARI N V | COM | $114.6M | 0.3%Prev: 0.3% | 309,983 SH | Decreased+58,285 SH |
| FIGMA INC | CLASS A COM STK | $7.1M | 0.0%Prev: 0.0% | 189,782 SH | Decreased-36,970 SH |
| FLUTTER ENTMT PLC | SHS | $448.8M | 1.4%Prev: 1.5% | 2,087,048 SH | Decreased-39,258 SH |
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | $65.7M | 0.2%Prev: 0.2% | 6,123,768 SH | Decreased-643,087 SH |
| GALLAGHER ARTHUR J & CO | COM | $63.2M | 0.2%Prev: 0.9% | 244,255 SH | Decreased-849,815 SH |
| GITLAB INC | CLASS A COM | $4.8M | 0.0%Prev: 0.0% | 127,475 SH | Decreased |
| GLOBANT S A | COM | $50.4M | 0.2%Prev: 0.1% | 770,560 SH | Increased-77,702 SH |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $56.1M | 0.2%Prev: 0.2% | 11,244,055 SH | Decreased-1,246,930 SH |
| HDFC BANK LTD | SPONSORED ADS | $223.5M | 0.7%Prev: 0.6% | 6,117,362 SH | Increased-73,426 SH |
| INTERCONTINENTAL EXCHANGE IN | COM | $891.2M | 2.7%Prev: 2.6% | 5,502,896 SH | Decreased-174,370 SH |
| INTUITIVE SURGICAL INC | COM NEW | $779.9M | 2.4%Prev: 1.7% | 1,376,958 SH | Increased+35,849 SH |
| IRHYTHM TECHNOLOGIES INC | COM | $301.6M | 0.9%Prev: 1.1% | 1,699,645 SH | Decreased-536,465 SH |
| ISHARES TR | RUS 1000 GRW ETF | $3.9M | 0.0% | 8,215 SH | New |
| KASPI KZ JSC | SPONSORED ADS | $152.3M | 0.5%Prev: 0.4% | 1,948,761 SH | Increased+304,521 SH |
| KLAVIYO INC | COM SER A | $30.2M | 0.1%Prev: 0.1% | 928,755 SH | Decreased-176,804 SH |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | $205.1M | 0.6%Prev: 0.6% | 2,082,513 SH | Decreased+67,886 SH |
| LINDE PLC | SHS | $25.2M | 0.1%Prev: 0.1% | 59,214 SH | Decreased-25,153 SH |
| MCKESSON CORP | COM | $143.0M | 0.4%Prev: 0.3% | 174,268 SH | Increased+17,122 SH |
| MERCADOLIBRE INC | COM | $1.03B | 3.1%Prev: 3.3% | 509,645 SH | Decreased-200 SH |
| META PLATFORMS INC | CL A | $828.3M | 2.5%Prev: 2.8% | 1,254,871 SH | Decreased-133,193 SH |
| MICROSOFT CORP | COM | $1.19B | 3.6%Prev: 4.1% | 2,470,769 SH | Decreased-394,869 SH |
| NETFLIX INC | COM | $939.8M | 2.9%Prev: 3.7% | 10,023,088 SH | Decreased+8,902,430 SH |
| NU HLDGS LTD | ORD SHS CL A | $743.7M | 2.3%Prev: 2.2% | 44,423,895 SH | Decreased-6,138,267 SH |
| NVIDIA CORPORATION | COM | $3.74B | 11.4%Prev: 10.7% | 20,043,571 SH | Decreased-785,256 SH |
| ON HLDG AG | NAMEN AKT A | $308.4M | 0.9%Prev: 0.8% | 6,635,050 SH | Increased-134,380 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $3.5M | 0.0% | 19,840 SH | New |
| PALO ALTO NETWORKS INC | COM | $30.0M | 0.1%Prev: 0.1% | 162,963 SH | Decreased-31,656 SH |
| QUANTA SVCS INC | COM | $243.5M | 0.7% | 576,896 SH | New |
| ROBLOX CORP | CL A | $258.0M | 0.8%Prev: 1.3% | 3,183,399 SH | Decreased-293,089 SH |
| ROPER TECHNOLOGIES INC | COM | $127.9M | 0.4%Prev: 0.5% | 287,318 SH | Decreased-64,457 SH |
| SAMSARA INC | COM CL A | $677.9M | 2.1%Prev: 2.1% | 19,123,318 SH | Decreased-1,395,014 SH |
| SAP SE | SPON ADR | $95.7M | 0.3%Prev: 0.3% | 394,117 SH | Decreased-46,153 SH |
| SEA LTD | SPONSORD ADS | $701.8M | 2.1%Prev: 2.4% | 5,501,013 SH | Decreased+617,846 SH |
| SERVICENOW INC | COM | $588.7M | 1.8%Prev: 3.2% | 3,842,914 SH | Decreased+2,596,637 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $1.53B | 4.7%Prev: 2.8% | 9,506,036 SH | Increased+2,568,765 SH |
| SNOWFLAKE INC | COM SHS | $2.6M | 0.0%Prev: 0.0% | 11,960 SH | Decreased |
| SPOTIFY TECHNOLOGY S A | SHS | $853.6M | 2.6%Prev: 3.0% | 1,469,848 SH | Decreased-77,792 SH |
| STEVANATO GROUP S P A | ORD SHS | $9.9M | 0.0%Prev: 0.0% | 493,006 SH | Decreased+28,075 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.07B | 6.3%Prev: 7.1% | 6,826,175 SH | Decreased-2,425,714 SH |
| TETRA TECH INC NEW | COM | $235.0M | 0.7%Prev: 0.7% | 7,007,004 SH | Decreased-172,028 SH |
| TRANSDIGM GROUP INC | COM | $137.2M | 0.4%Prev: 0.3% | 103,179 SH | Increased+9,883 SH |
| ULTRAGENYX PHARMACEUTICAL IN | COM | $80.2M | 0.2%Prev: 0.3% | 3,485,724 SH | Decreased-284,129 SH |
| VISA INC | COM CL A | $1.08B | 3.3%Prev: 3.8% | 3,090,129 SH | Decreased-936,904 SH |
| WASTE CONNECTIONS INC | COM | $169.4M | 0.5%Prev: 0.6% | 965,880 SH | Decreased-217,314 SH |
| 13F-HR |
| 0001020066-26-000018 |
| $26.93B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001020066-25-000028 | $34.83B | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001020066-26-000015 | $25.49B | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001846444-25-000006 | $29.39B | View |