Disclosed positions
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $34,363,549 | 71,955 | SH | None |
| NU HLDGS LTD | NU | ORD SHS CL A | $25,288,102 | 1,892,822 | SH | None |
| JOHNSON CONTROLS INTERNATION | JCI | SHS | $23,416,904 | 160,269 | SH | None |
| COUPANG INC | CPNG | CL A | $20,367,402 | 1,172,562 | SH | None |
| KASPI KZ JSC | KSPI | SPONSORED ADS | $18,716,059 | 216,021 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $18,294,470 | 18,958 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $16,814,563 | 84,035 | SH | None |
| MICROSOFT CORP | MSFT | COM | $16,267,029 | 43,609 | SH | None |
| WOODWARD INC | WWD | COM | $14,503,250 | 34,090 | SH | None |
| META PLATFORMS INC | META | CL A | $14,109,851 | 25,049 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $13,131,204 | 17,584 | SH | None |
| MERCADOLIBRE INC | MELI | COM | $11,586,384 | 6,826 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $8,070,844 | 22,584 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $7,313,664 | 14,240 | SH | None |
| CBRE GROUP INC | CBRE | CL A | $6,215,944 | 46,150 | SH | None |
| TRANSUNION | TRU | COM | $4,303,007 | 59,648 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $3,896,970 | 5,390 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $322,554 | 505 | 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.