|
AMZN
|
US |
AMAZON.COM INC |
147,413 |
$32M |
16.26% |
0.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
63,739 |
$27M |
13.51% |
5.6%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
129,230 |
$26M |
12.83% |
3.1%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
42,684 |
$25M |
12.57% |
-8.8%
|
- |
|
NU
|
US |
NU HOLDINGS LTD/CAYMAN ISL-A |
1,462,977 |
$15M |
7.62% |
41.8%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
47,645 |
$11M |
5.74% |
18.6%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
29,176 |
$9M |
4.64% |
-28.7%
|
- |
|
SPGI
|
US |
S&P GLOBAL INC |
18,374 |
$9M |
4.60% |
-15.8%
|
- |
|
TDG
|
US |
TRANSDIGM GROUP INC |
6,892 |
$9M |
4.39% |
97.9%
|
- |
|
VTEX
|
US |
VTEX -CLASS A |
1,121,473 |
$7M |
3.32% |
54.4%
|
- |
|
PDD
|
US |
PDD HOLDINGS INC |
57,622 |
$6M |
2.81% |
14.3%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
41,147 |
$6M |
2.78% |
100.0%
|
- |
|
BN
|
US |
BROOKFIELD CORP |
96,210 |
$6M |
2.78% |
100.0%
|
- |
|
CPNG
|
US |
COUPANG INC |
236,914 |
$5M |
2.62% |
8.4%
|
- |
|
WDAY
|
US |
WORKDAY INC-CLASS A |
14,275 |
$4M |
1.85% |
100.0%
|
- |
|
AVGO
|
US |
BROADCOM INC |
14,474 |
$3M |
1.69% |
-68.2%
|
- |