Disclosed positions
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $32,904,095 | 68,899 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $32,712,578 | 91,537 | SH | None |
| TPG INC | TPG | COM CL A | $26,594,231 | 655,838 | SH | None |
| SERVICENOW INC | NOW | COM | $19,625,273 | 197,676 | SH | None |
| MICROSOFT CORP | MSFT | COM | $17,370,795 | 46,568 | SH | None |
| ELEVANCE HEALTH INC FORMERLY | ELV | COM | $16,123,160 | 41,691 | SH | None |
| ATLASSIAN CORPORATION | TEAM | CL A | $13,573,033 | 174,483 | SH | None |
| VISA INC | V | COM CL A | $9,181,775 | 26,762 | SH | None |
| SEA LTD | SE | SPONSORD ADS | $7,718,819 | 80,547 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $5,323,464 | 10,365 | 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.