Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BENTLEY SYS INC | $27.9M | 793374 | 10.24% |
| 2 | CELESTICA INC | $19.9M | 70785 | 7.33% |
| 3 | TALEN ENERGY CORP | $17.8M | 55800 | 6.55% |
| 4 | SOCIEDAD QUIMICA Y MINERA DE | $15.4M | 189808 | 5.65% |
| 5 | VANGUARD INDEX FDS | $14.1M | 43798 | 5.17% |
| 6 | LITHIUM ARGENTINA AG | $12.4M | 1858689 | 4.57% |
| 7 | EQT CORP | $11.2M | 176549 | 4.13% |
| 8 | VANGUARD WORLD FD | $10.7M | 47593 | 3.93% |
| 9 | VANGUARD INTL EQUITY INDEX F | $10.4M | 75547 | 3.84% |
| 10 | INTEL CORP | $10.0M | 226071 | 3.67% |
| 11 | NU HLDGS LTD | $9.7M | 674553 | 3.56% |
| 12 | VANGUARD TAX-MANAGED FDS | $9.5M | 149017 | 3.51% |
| 13 | TERADYNE INC | $8.1M | 27300 | 2.98% |
| 14 | SMITHFIELD FOODS INC | $7.7M | 274837 | 2.83% |
| 15 | HUYA INC | $7.5M | 2277112 | 2.76% |
| 16 | APPLE INC | $5.9M | 23268 | 2.17% |
| 17 | PAMPA ENERGIA SA | $5.7M | 64457 | 2.10% |
| 18 | ISHARES TR | $5.7M | 62425 | 2.08% |
| 19 | CF INDUSTRIES HOLD | $5.4M | 41667 | 1.99% |
| 20 | PDD HOLDINGS INC | $5.2M | 50559 | 1.90% |
| 21 | VERTIV HOLDINGS CO | $4.8M | 19332 | 1.78% |
| 22 | FASTLY INC | $4.4M | 151265 | 1.62% |
| 23 | ISHARES INC | $4.4M | 110121 | 1.61% |
| 24 | NVIDIA CORPORATION | $3.1M | 17840 | 1.14% |
| 25 | GRAYSCALE BITCOIN TRUST ETF | $3.0M | 56100 | 1.09% |
| 26 | FIRST CTZNS BANCSHARES INC D | $2.7M | 1434 | 0.99% |
| 27 | ISHARES TR | $2.3M | 31000 | 0.85% |
| 28 | LSB INDS INC | $2.3M | 153318 | 0.84% |
| 29 | ALPHABET INC | $2.2M | 7720 | 0.82% |
| 30 | MICROSOFT CORP | $1.9M | 5126 | 0.70% |
| 31 | ISHARES INC | $1.8M | 26019 | 0.67% |
| 32 | VANGUARD BD INDEX FDS | $1.6M | 21582 | 0.58% |
| 33 | VANGUARD INTL EQUITY INDEX F | $1.5M | 27148 | 0.54% |
| 34 | DBX ETF TR | $1.4M | 44106 | 0.53% |
| 35 | TAIWAN SEMICONDUCTOR MANUFAC | $1.3M | 3823 | 0.47% |
| 36 | AMAZON COM INC | $1.1M | 5320 | 0.41% |
| 37 | UNITY SOFTWARE INC | $1.1M | 48976 | 0.40% |
| 38 | ISHARES TR | $940K | 8515 | 0.35% |
| 39 | AMERICAN CENTY ETF TR | $799K | 8000 | 0.29% |
| 40 | META PLATFORMS INC | $791K | 1382 | 0.29% |
| 41 | BROADCOM INC | $594K | 1920 | 0.22% |
| 42 | VISA INC | $452K | 1496 | 0.17% |
| 43 | ISHARES TR | $449K | 3786 | 0.17% |
| 44 | JOHNSON & JOHNSON | $419K | 1713 | 0.15% |
| 45 | ISHARES TR | $410K | 2876 | 0.15% |
| 46 | GRAYSCALE BITCOIN MINI TR ET | $396K | 13221 | 0.15% |
| 47 | ANGLOGOLD ASHANTI PLC | $389K | 3993 | 0.14% |
| 48 | APPLIED MATLS INC | $385K | 1125 | 0.14% |
| 49 | SPDR SERIES TRUST | $372K | 4068 | 0.14% |
| 50 | ELI LILLY & CO | $372K | 404 | 0.14% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.