Disclosed positions
| AMAZON COM INC | AMZN | COM | $45,284,600 | 190,000 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $38,794,080 | 19,500 | SH | None |
| META PLATFORMS INC | META | CL A | $36,332,205 | 64,500 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $36,295,320 | 76,000 | SH | None |
| MERCADOLIBRE INC | MELI | COM | $35,135,973 | 20,700 | SH | None |
| CARVANA CO | CVNA | CL A | $32,580,900 | 495,000 | SH | None |
| SPOTIFY TECHNOLOGY S A | SPOT | SHS | $28,006,930 | 61,000 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $27,477,600 | 53,500 | SH | None |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $26,261,400 | 230,000 | SH | None |
| COUPANG INC | CPNG | CL A | $25,447,050 | 1,465,000 | SH | None |
| VISA INC | V | COM CL A | $21,614,670 | 63,000 | SH | None |
| ROBLOX CORP | RBLX | CL A | $16,857,800 | 310,000 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $16,596,800 | 230,000 | SH | None |
| PROCORE TECHNOLOGIES INC | PCOR | COM | $12,389,100 | 305,000 | SH | None |
| GUIDEWIRE SOFTWARE INC | GWRE | COM | $11,689,750 | 95,000 | 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.