Disclosed positions
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | ADR | $32,713,545 | 68,500 | SH | None |
| AMPHENOL CORP NEW | APH | COM CLA | $25,171,443 | 142,760 | SH | None |
| TRANSDIGM GROUP INC | TDG | COM | $22,811,185 | 17,125 | SH | None |
| MCKESSON CORP | MCK | COM | $21,587,492 | 28,570 | SH | None |
| AMAZON COM INC | AMZN | COM | $18,934,921 | 79,445 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $17,132,706 | 85,625 | SH | None |
| KKR & CO INC | KKR | COM | $15,522,293 | 169,125 | SH | None |
| PERIMETER SOLUTIONS INC | PRM | COM | $15,262,656 | 428,125 | SH | None |
| VISA INC | V | COM | $10,429,936 | 30,400 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $9,885,920 | 137,000 | SH | None |
| ROYALTY PHARMA PLC | RPRX | COM CLA | $8,018,010 | 143,000 | SH | None |
| ALPHABET INC | GOOGL | COM CLA | $5,717,920 | 16,000 | SH | None |
| MARRIOTT INTL INC NEW | MAR | COM CLA | $3,891,195 | 10,500 | 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.