Holdings
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| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA NVIDIA | 6.80% | Reduced | $8.18B | 43,867,705 | -2,681,591 | Electronic Technology |
| 2 |  MELI MercadoLibre | 5.83% | Increased | $7.01B | 3,481,563 | +164,120 | Retail trade |
| 3 |  AMZN Amazon.Com | 5.64% | Reduced | $6.78B | 29,387,070 | -2,272,044 | Consumer Cyclical |
| 4 |  SHOP Shopify Inc | 4.17% | Reduced | $5.02B | 31,206,232 | -4,237,555 | Commercial services |
| 5 |  SE Sea Ltd ADR | 4.11% | Reduced | $4.94B | 38,758,791 | -1,331,499 | Retail trade |
| 6 |  SPOT Spotify Technology SA | 4.02% | Reduced | $4.84B | 8,331,104 | -364,244 | Technology services |
| 7 |  NU Nu Holdings Ltd. | 3.58% | Increased | $4.31B | 257,256,952 | +5,797,365 | Finance |
| 8 |  APP AppLovin | 3.45% | Reduced | $4.16B | 6,166,349 | -79,611 | Communication Services |
| 9 |  PDD PDD Holdings Inc | 2.92% | Reduced | $3.52B | 31,032,323 | -766,680 | Retail trade |
| 10 |  NFLX Netflix Inc | 2.88% | Increased | $3.46B | 36,940,035 | +33,290,988 | Communication Services |
Portfolio Changes
Buy Positions
New Buy
- MDLNMedline Inc
Current 0.36%
+10,410,371Shares
Additional Buy
- MELIMercadoLibre
+4.95%
+164,120Shares
- NUNu Holdings Ltd.
+2.31%
+5,797,365Shares
- NFLXNetflix Inc
+912.32%
+33,290,988Shares
- IOTSamsara
+14.98%
+6,208,553Shares
- TEAMAtlassian Corp Plc
+3.90%
+316,276Shares
Sell Positions
Full Exit
- TJXTJX Companies
Full Exit
0Shares
- CHWYChewy Inc
Full Exit
0Shares
- ABCLAbcellera Biologics Inc
Full Exit
0Shares
- CFLTConfluent Inc.
Full Exit
0Shares
- VECOVeeco Instruments
Full Exit
0Shares
Partial Exit
- NVDANVIDIA
-5.76%
-2,681,591Shares
- AMZNAmazon.Com
-7.18%
-2,272,044Shares
- SHOPShopify Inc
-11.96%
-4,237,555Shares
- SESea Ltd ADR
-3.32%
-1,331,499Shares
- SPOTSpotify Technology SA
-4.19%
-364,244Shares