Disclosed positions
| ALPHABET INC | GOOGL | CAP STK CL A | $20,800,363 | 58,204 | SH | None |
| QXO INC | QXO | COM NEW | $20,107,475 | 1,163,627 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $11,626,029 | 58,104 | SH | None |
| DOORDASH INC | DASH | CL A | $9,831,943 | 53,281 | SH | None |
| INTEL CORP | INTC | COM | $9,696,466 | 69,444 | SH | None |
| BOOKING HOLDINGS INC | BKNG | COM | $8,353,218 | 46,865 | SH | None |
| SNOWFLAKE INC | SNOW | COM SHS | $7,518,185 | 29,541 | SH | None |
| FACTSET RESH SYS INC | FDS | COM | $7,292,616 | 31,696 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $6,761,392 | 93,700 | SH | None |
| AMAZON COM INC | AMZN | COM | $6,578,184 | 27,600 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $5,298,162 | 11,094 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $4,977,237 | 8,568 | SH | None |
| SK TELECOM CO LTD | SKM | SPONSORED ADR | $4,843,007 | 150,591 | SH | None |
| MICROSOFT CORP | MSFT | COM | $4,359,112 | 11,686 | SH | None |
| META PLATFORMS INC | META | CL A | $2,693,653 | 4,782 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $2,424,009 | 2,100 | SH | None |
| ARM HOLDINGS PLC | ARM | SPONSORED ADS | $2,404,694 | 6,782 | SH | None |
| AMKOR TECHNOLOGY INC | AMKR | COM | $1,189,974 | 13,800 | SH | None |
No matching rows. Clear the filter to see all records.
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.