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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | META PLATFORMS INC | $258.1M | 451075 | 17.19% |
| 2 | UBER TECHNOLOGIES INC | $229.0M | 3183250 | 15.25% |
| 3 | TRANSUNION | $160.3M | 2316882 | 10.68% |
| 4 | AMAZON COM INC | $153.3M | 735979 | 10.21% |
| 5 | FLUTTER ENTMT PLC | $98.5M | 966041 | 6.56% |
| 6 | EQUIFAX INC | $97.4M | 541088 | 6.49% |
| 7 | ROBINHOOD MKTS INC | $79.3M | 1145000 | 5.29% |
| 8 | MODERNA INC | $67.0M | 1318639 | 4.46% |
| 9 | SIFY TECHNOLOGIES LTD | $16.4M | 1278683 | 1.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.