Disclosed positions
| SEA LTD | SE | SPONSORD ADS | $125,705,961 | 1,311,760 | SH | None |
| GLOBAL E ONLINE LTD | GLBE | SHS | $108,038,049 | 3,110,799 | SH | None |
| UNITY SOFTWARE INC | U | COM | $14,900,469 | 521,360 | SH | None |
| TOAST INC | TOST | CL A | $11,565,803 | 415,737 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $7,708,267 | 38,524 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $4,019,238 | 3,482 | SH | None |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | ORDINARY SHARES | $1,303,728 | 4,794 | 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.