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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | $200.2M | 883949 | 7.68% |
| 2 | HDFC BANK LTD | $140.5M | 1832237 | 5.39% |
| 3 | ALIBABA GROUP HLDG LTD | $113.3M | 999454 | 4.35% |
| 4 | MICROSOFT CORP | $107.1M | 215231 | 4.11% |
| 5 | NVIDIA CORPORATION | $84.8M | 536709 | 3.25% |
| 6 | ICICI BANK LIMITED | $77.9M | 2314422 | 2.99% |
| 7 | MASTERCARD INCORPORATED | $58.7M | 104473 | 2.25% |
| 8 | ISHARES TR | $53.8M | 1395679 | 2.06% |
| 9 | META PLATFORMS INC | $50.9M | 68952 | 1.95% |
| 10 | LINDE PLC | $47.6M | 101378 | 1.82% |
| 11 | APPLE INC | $45.4M | 221110 | 1.74% |
| 12 | VISA INC | $44.5M | 125212 | 1.70% |
| 13 | FERRARI N V | $42.4M | 86613 | 1.63% |
| 14 | CADENCE DESIGN SYSTEM INC | $37.6M | 121917 | 1.44% |
| 15 | AUTODESK INC | $35.4M | 114490 | 1.36% |
| 16 | VEEVA SYS INC | $33.0M | 114468 | 1.26% |
| 17 | AMAZON COM INC | $30.2M | 137546 | 1.16% |
| 18 | IDEXX LABS INC | $27.1M | 50464 | 1.04% |
| 19 | MERCADOLIBRE INC | $26.9M | 10291 | 1.03% |
| 20 | JD.COM INC | $26.8M | 820118 | 1.03% |
| 21 | ZOETIS INC | $24.8M | 158793 | 0.95% |
| 22 | METTLER TOLEDO INTERNATIONAL | $24.5M | 20817 | 0.94% |
| 23 | MAKEMYTRIP LIMITED MAURITIUS | $23.0M | 234265 | 0.88% |
| 24 | TRIP COM GROUP LTD | $22.5M | 383708 | 0.86% |
| 25 | CHIPOTLE MEXICAN GRILL INC | $21.8M | 387982 | 0.84% |
| 26 | ELI LILLY & CO | $21.7M | 27887 | 0.83% |
| 27 | DECKERS OUTDOOR CORP | $18.3M | 177977 | 0.70% |
| 28 | INTER & CO INC | $17.8M | 2396141 | 0.68% |
| 29 | CRH PLC | $16.9M | 182500 | 0.65% |
| 30 | RESMED INC | $16.3M | 63126 | 0.62% |
| 31 | EPAM SYS INC | $15.2M | 86151 | 0.58% |
| 32 | SYNOPSYS INC | $14.2M | 27790 | 0.55% |
| 33 | GLOBANT S A | $7.3M | 80383 | 0.28% |
| 34 | INFOSYS LTD | $6.4M | 343767 | 0.24% |
| 35 | ANSYS INC | $4.0M | 11428 | 0.15% |
| 36 | APPLIED MATLS INC | $3.5M | 18937 | 0.13% |
| 37 | DEXCOM INC | $3.4M | 38934 | 0.13% |
| 38 | COPART INC | $3.1M | 63620 | 0.12% |
| 39 | ISHARES INC | $1.2M | 16133 | 0.04% |
| 40 | FRANKLIN TEMPLETON ETF TR | $526K | 15985 | 0.02% |
| 41 | INTUITIVE SURGICAL INC | $474K | 872 | 0.02% |
| 42 | ISHARES INC | $365K | 6080 | 0.01% |
| 43 | VALMONT INDS INC | $341K | 1043 | 0.01% |
| 44 | ECOLAB INC | $317K | 1178 | 0.01% |
| 45 | XYLEM INC | $310K | 2395 | 0.01% |
| 46 | REVVITY INC | $289K | 2983 | 0.01% |
| 47 | TYLER TECHNOLOGIES INC | $274K | 462 | 0.01% |
| 48 | DEERE & CO | $258K | 507 | 0.01% |
| 49 | UL SOLUTIONS INC | $253K | 3474 | 0.01% |
| 50 | STRIDE INC | $239K | 1646 | 0.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.