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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SPDR GOLD TR | $23.7M | 55000 | 26.90% |
| 2 | FIRST SOLAR INC | $6.9M | 35039 | 7.86% |
| 3 | ALPHABET INC | $6.7M | 23394 | 7.65% |
| 4 | MICRON TECHNOLOGY INC | $6.7M | 19750 | 7.58% |
| 5 | NVIDIA CORPORATION | $6.7M | 38190 | 7.57% |
| 6 | NU HLDGS LTD | $5.4M | 378280 | 6.18% |
| 7 | FUTU HLDGS LTD | $5.0M | 36834 | 5.73% |
| 8 | CATERPILLAR INC | $5.0M | 7000 | 5.64% |
| 9 | META PLATFORMS INC | $4.7M | 8160 | 5.31% |
| 10 | TAIWAN SEMICONDUCTOR MANUFAC | $4.1M | 12200 | 4.69% |
| 11 | PDD HOLDINGS INC | $3.0M | 29230 | 3.40% |
| 12 | ALIBABA GROUP HLDG LTD | $2.6M | 20730 | 2.96% |
| 13 | ATRENEW INC | $2.6M | 544946 | 2.91% |
| 14 | SEA LTD | $1.3M | 16000 | 1.51% |
| 15 | MERCADOLIBRE INC | $1.2M | 701 | 1.38% |
| 16 | GLOBAL X FDS | $1.1M | 11900 | 1.26% |
| 17 | IOVANCE BIOTHERAPEUTICS INC | $688K | 195878 | 0.78% |
| 18 | GRAB HOLDINGS LIMITED | $549K | 150000 | 0.62% |
| 19 | CENTURY THERAPEUTICS INC | $63K | 27840 | 0.07% |
| 20 | FATE THERAPEUTICS INC | $22K | 18472 | 0.03% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.