Disclosed positions
| MASTERCARD INC | MA | CLASS A | $24,296,653 | 42,560 | SH | None |
| VISA INC | V | COM CLASS A | $24,292,980 | 69,268 | SH | None |
| SHIFT4 PAYMENTS INC | FOUR | CLASS A | $24,243,450 | 385,000 | SH | None |
| STONECO LTD | STNE | COM CLASS A | $9,007,110 | 609,000 | SH | None |
| PAGSEGURO DIGITAL LTD | PAGS | COM CLASS A | $7,017,920 | 728,000 | SH | None |
| META PLATFORMS | META | CLASS A | $6,204,846 | 9,400 | SH | None |
| CHARTER COMMUNICATIONS INC | CHTR | CLASS A | $4,905,625 | 23,500 | SH | None |
| CAPITAL ONE FINANCIAL CORP | COF | COM | $4,847,200 | 20,000 | SH | None |
| GRUPO CIBEST SA | CIB | SPONSORED ADS | $4,452,700 | 70,000 | SH | None |
| MERCADOLIBRE INC | MELI | COM | $3,766,666 | 1,870 | SH | None |
| COGENT COMMUNICATIONS HLDGS | CCOI | COM NEW | $3,665,200 | 170,000 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $2,298,720 | 12,000 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,384,920 | 6,000 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $1,056,160 | 14,000 | SH | None |
| MICROSOFT CORP | MSFT | COM | $967,240 | 2,000 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $874,580 | 14,000 | SH | None |
| ALPHABET INC | GOOGL | CLASS A | $626,000 | 2,000 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $502,905 | 1,500 | 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.