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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | STONECO LTD-A | $6.7M | 475123 | 29.00% |
| 2 | XP INC - CLASS A | $4.9M | 259548 | 21.36% |
| 3 | NU HOLDINGS LTD/CAYMAN ISL-A | $3.4M | 235574 | 14.63% |
| 4 | ELI LILLY & CO | $1.1M | 1231 | 4.89% |
| 5 | SOLSTICE ADV MATERIALS INCPUT | $760K | 2000 | 3.29% |
| 6 | ABBVIE INC | $668K | 3071 | 2.89% |
| 7 | INCYTE CORP | $529K | 5620 | 2.29% |
| 8 | JOHNSON & JOHNSON | $521K | 2132 | 2.25% |
| 9 | BEIGENE LTD-ADR | $508K | 1711 | 2.20% |
| 10 | BRISTOL-MYERS SQUIBB CO | $374K | 6161 | 1.62% |
| 11 | TAIWAN SEMICONDUCTOR-SP ADR | $351K | 1038 | 1.52% |
| 12 | INTUITIVE SURGICAL INC | $346K | 750 | 1.50% |
| 13 | THERMO FISHER SCIENTIFIC INC | $346K | 704 | 1.50% |
| 14 | GILEAD SCIENCES INC | $325K | 2331 | 1.40% |
| 15 | ABBOTT LABORATORIES | $318K | 3094 | 1.37% |
| 16 | NVIDIA CORP | $265K | 1519 | 1.15% |
| 17 | MCKESSON CORP | $246K | 284 | 1.06% |
| 18 | VERTEX PHARMACEUTICALS INC | $240K | 537 | 1.04% |
| 19 | MADRIGAL PHARMACEUTICALS INC | $227K | 433 | 0.98% |
| 20 | INSMED INC | $212K | 1296 | 0.92% |
| 21 | ZOETIS INC | $212K | 1796 | 0.92% |
| 22 | VNET GROUP INC-ADR | $208K | 24794 | 0.90% |
| 23 | BOSTON SCIENTIFIC CORP | $205K | 3273 | 0.89% |
| 24 | STONECO LTD-ACALL | $45K | 570 | 0.19% |
| 25 | STONECO LTD-APUT | $19K | 570 | 0.08% |
| 26 | ARM HOLDINGS PLC-ADRCALL | $16K | 130 | 0.07% |
| 27 | OI SA-ADR | $13K | 50301 | 0.06% |
| 28 | ISHARES MSCI EMERGING MARKETCALL | $11K | 1600 | 0.05% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.