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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | $22.1M | 79237 | 23.48% |
| 2 | MICROSOFT CORP | $16.0M | 30955 | 17.01% |
| 3 | AMAZON COM INC | $13.0M | 59193 | 13.79% |
| 4 | META PLATFORMS INC | $12.2M | 16611 | 12.94% |
| 5 | MERCADOLIBRE INC | $10.6M | 4517 | 11.20% |
| 6 | NVIDIA CORPORATION | $8.1M | 43157 | 8.54% |
| 7 | NU HLDGS LTD | $5.1M | 316701 | 5.38% |
| 8 | MASTERCARD INCORPORATED | $4.4M | 7664 | 4.62% |
| 9 | THE TRADE DESK INC | $2.9M | 58567 | 3.04% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.