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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | INVESCO QQQ TR | $354.8M | 614700 | 20.17% |
| 2 | INSMED INC | $165.8M | 1014000 | 9.43% |
| 3 | NATERA INC | $152.5M | 762603 | 8.67% |
| 4 | NU HLDGS LTD | $89.1M | 6201400 | 5.07% |
| 5 | ISHARES INCCALL | $76.8M | 2000000 | 4.36% |
| 6 | MICROSOFT CORP | $74.4M | 201100 | 4.23% |
| 7 | ISHARES INC | $71.4M | 1860000 | 4.06% |
| 8 | TEVA PHARMACEUTICAL INDS LTD | $62.2M | 2065000 | 3.54% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | $51.7M | 153000 | 2.94% |
| 10 | META PLATFORMS INC | $51.5M | 90000 | 2.93% |
| 11 | INTERCORP FINL SVCS INC | $51.0M | 1022210 | 2.90% |
| 12 | MICRON TECHNOLOGY INC | $48.6M | 144000 | 2.77% |
| 13 | BECTON DICKINSON & CO | $35.4M | 225000 | 2.01% |
| 14 | MICROSOFT CORPCALL | $33.3M | 90000 | 1.89% |
| 15 | ALPHABET INC | $31.6M | 110000 | 1.79% |
| 16 | ARM HOLDINGS PLC | $31.3M | 206730 | 1.78% |
| 17 | KRANESHARES TRUST | $25.6M | 900000 | 1.45% |
| 18 | APPLE INC | $24.4M | 96100 | 1.39% |
| 19 | ELI LILLY & CO | $22.5M | 702000 | 1.28% |
| 20 | NVIDIA CORPORATION | $19.5M | 112000 | 1.11% |
| 21 | AMAZON COM INC | $18.1M | 87000 | 1.03% |
| 22 | PALO ALTO NETWORKS INC | $17.6M | 110000 | 1.00% |
| 23 | LOCKHEED MARTIN CORP | $16.3M | 27000 | 0.93% |
| 24 | JPMORGAN CHASE & CO. | $16.2M | 55000 | 0.92% |
| 25 | WALMART INC | $14.9M | 120000 | 0.85% |
| 26 | ORACLE CORP | $14.7M | 100000 | 0.84% |
| 27 | NORTHROP GRUMMAN CORP | $14.7M | 21500 | 0.83% |
| 28 | NU HLDGS LTDCALL | $14.4M | 1000000 | 0.82% |
| 29 | FIGURE TECHNOLOGY SOLUTIO | $13.2M | 390000 | 0.75% |
| 30 | RTX CORPORATION | $12.2M | 63000 | 0.69% |
| 31 | INVESCO EXCHANGE TRADED FD T | $10.4M | 54000 | 0.59% |
| 32 | ISHARES TR | $9.8M | 210000 | 0.56% |
| 33 | COGENT BIOSCIENCES INC | $9.3M | 241671 | 0.53% |
| 34 | CROWDSTRIKE HLDGS INC | $5.9M | 15000 | 0.33% |
| 35 | WATERS CORP | $5.8M | 19489 | 0.33% |
| 36 | ALIBABA GROUP HLDG LTD | $5.6M | 45000 | 0.32% |
| 37 | ASTRAZENECA PLC | $4.9M | 25000 | 0.28% |
| 38 | GRUPO FINANCIERO GALICIA S.A | $4.6M | 99312 | 0.26% |
| 39 | ISHARES SILVER TR | $4.4M | 65000 | 0.25% |
| 40 | SELECT SECTOR SPDR TR | $3.7M | 25000 | 0.21% |
| 41 | DIREXION SHARES ETF TRUST | $3.6M | 12552 | 0.20% |
| 42 | STUBHUB HLDGS INC | $3.1M | 500000 | 0.18% |
| 43 | SPDR GOLD TR | $2.2M | 5000 | 0.12% |
| 44 | T-MOBILE US INC | $1.7M | 8000 | 0.10% |
| 45 | ISHARES ETHEREUM TR | $1.6M | 99000 | 0.09% |
| 46 | TESLA INC | $1.5M | 4000 | 0.08% |
| 47 | VANECK ETF TRUST | $1.1M | 3000 | 0.07% |
| 48 | ISHARES INC | $1.1M | 9000 | 0.06% |
| 49 | BANCO BBVA ARGENTINA S A | $1.0M | 63000 | 0.06% |
| 50 | GLOBAL X FDS | $831K | 8900 | 0.05% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.