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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | META PLATFORMS INC | $60.1M | 105000 | 21.32% |
| 2 | CARVANA CO | $43.2M | 137500 | 15.34% |
| 3 | APPLOVIN CORP | $37.8M | 95000 | 13.42% |
| 4 | ALPHABET INC | $32.4M | 112500 | 11.48% |
| 5 | MERCADOLIBRE INC | $30.3M | 17500 | 10.74% |
| 6 | AMAZON COM INC | $26.0M | 125000 | 9.24% |
| 7 | ALIBABA GROUP HLDG LTD | $18.8M | 150000 | 6.68% |
| 8 | ANALOG DEVICES INC | $12.7M | 40000 | 4.52% |
| 9 | APPLIED MATLS INC | $12.0M | 35000 | 4.25% |
| 10 | TAIWAN SEMICONDUCTOR MANUFAC | $8.4M | 25000 | 3.00% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.