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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | $482.3M | 278934 | 15.14% |
| 2 | AMAZON COM INC | $416.3M | 1998975 | 13.07% |
| 3 | HILTON WORLDWIDE HLDGS INC | $324.4M | 1066664 | 10.18% |
| 4 | FERGUSON ENTERPRISES INC | $320.6M | 1374460 | 10.06% |
| 5 | ALPHABET INC | $298.8M | 1041770 | 9.38% |
| 6 | COUPANG INC | $280.3M | 14848868 | 8.80% |
| 7 | VISA INC | $230.9M | 763821 | 7.25% |
| 8 | DOORDASH INC | $201.8M | 1343876 | 6.33% |
| 9 | NETFLIX INC. | $140.9M | 1465626 | 4.42% |
| 10 | ROBLOX CORP | $120.5M | 2131061 | 3.78% |
| 11 | NU HLDGS LTD | $116.3M | 8095086 | 3.65% |
| 12 | LIBERTY MEDIA CORP DEL | $107.9M | 1268962 | 3.39% |
| 13 | AFFIRM HLDGS INC | $101.1M | 2205556 | 3.17% |
| 14 | AURORA INNOVATION INC | $44.2M | 10733049 | 1.39% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.