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CIK 0001808696 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $7.1M | 2.1%Prev: 1.7% | 22,584 SH | Increased-3,460 SH |
| BROADCOM INC | COM | $4.0M | 1.2%Prev: 0.8% | 11,542 SH | Increased+3,092 SH |
| CBRE GROUP INC | CL A | $24.6M | 7.4%Prev: 6.8% | 152,973 SH | Decreased-6,910 SH |
| COUPANG INC | CL A | $25.9M | 7.8%Prev: 6.2% | 1,098,597 SH | Increased+381,270 SH |
| JOHNSON CTLS INTL PLC | SHS | $2.7M | 0.8%Prev: 0.7% | 22,605 SH | Increased |
| KASPI KZ JSC | SPONSORED ADS | $30.9M | 9.3%Prev: 8.7% | 396,040 SH | Decreased |
| MERCADOLIBRE INC | COM | $32.3M | 9.7%Prev: 8.9% | 16,052 SH | Decreased+1,875 SH |
| META PLATFORMS INC | CL A | $20.0M | 6.0%Prev: 7.1% | 30,357 SH | Decreased-5,349 SH |
| MICROSOFT CORP | COM | $29.4M | 8.8%Prev: 9.1% | 60,754 SH | Decreased-4,095 SH |
| NU HLDGS LTD | ORD SHS CL A | $29.0M | 8.7%Prev: 8.6% | 1,729,812 SH | Decreased-249,865 SH |
| NVIDIA CORPORATION | COM | $10.6M | 3.2%Prev: 1.4% | 56,805 SH | Increased+28,480 SH |
| SEA LTD | SPONSORED ADS | $16.5M | 5.0%Prev: 5.1% | 129,522 SH | Decreased+23,085 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $2.2M | 0.7% | 3,833 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $28.8M | 8.7%Prev: 8.0% | 94,881 SH | Decreased-10,840 SH |
| TRANSUNION | COM | $44.9M | 13.5%Prev: 12.3% | 523,528 SH | Decreased-19,930 SH |
| WOODWARD INC | COM | $19.3M | 5.8%Prev: 4.4% | 63,905 SH | Increased |
| WORKDAY INC | CL A | $4.6M | 1.4%Prev: 5.6% | 21,385 SH | Decreased-64,035 SH |
| 13F-HR |
| 0000902664-26-003509 |
| $257.0M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000902664-25-003683 | $365.9M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000902664-26-002519 | $268.6M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000902664-25-002419 | $353.2M | View |