Disclosed positions
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | SPONSORED ADS | $61,401,652 | 128,571 | SH | None |
| MERCADOLIBRE INC | MELI | COM | $47,326,628 | 27,882 | SH | None |
| SEA LTD | SE | SPONSORD ADS | $28,332,810 | 295,657 | SH | None |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $21,492,672 | 188,235 | SH | None |
| VANECK ETF TRUST | SMH | PUT | $16,069,305 | 24,500 | SH | None |
| IREN LIMITED | IREN | CALL | $1,211,845 | 26,500 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.